See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANACE & ANNUIT Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,936 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 99 · EIN 58-0466330 | Other Fees | $25,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,163 | $59,263-30.5% | $96,562-57.4% | $79,386-48.1% |
| Participation rate | 53.8% | 61.9%-8.1pp | 69.8%-16.1pp | 70.7%-16.9pp |
| Annual return | 14.36% | 27.07%-12.7pp | 37.78%-23.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,969 | $2,948-33.2% | $3,849-48.8% | $4,046-51.3% |
| Admin fee / account holder | $170 | $658-74.2% | $6,181-97.3% | $626-72.9% |