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 | $47,313 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 99 · EIN 58-0466330 | Other Fees | $27,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,841 | $59,805-40.1% | $79,550-54.9% | $68,494-47.7% |
| Participation rate | 72.6% | 61.1%+11.6pp | 69.5%+3.1pp | 67.9%+4.7pp |
| Annual return | -18.09% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,138 | $3,024+36.8% | $3,985+3.8% | $4,027+2.8% |
| Admin fee / account holder | $189 | $4,835-96.1% | $6,832-97.2% | $5,403-96.5% |