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 10-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 |
|---|---|---|
SUNTRUST BANKS, INC.5 years Filed as: SCOTT TOMEI Service code 26 2356 GOLD MEADOW WAY, SUITE 140 · GOLD RIVER, CA 95670 | Advisory (Participants) | $18,225 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 P.O. BOX 219325 · KANSAS CITY, MO 61421 | Recordkeeping | $3,926 |
Service code 99 · EIN 20-8154051 420 WEST GRAND AVE, SUITE 1B · CHICAGO, IL 60654 | Other Fees | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,003 | $50,815-54.7% | $155,509-85.2% | $77,643-70.4% |
| Participation rate | 42.8% | 63.1%-20.3pp | 78.2%-35.4pp | 70.6%-27.8pp |
| Annual return | 13.25% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,047 | $2,822-62.9% | $5,626-81.4% | $4,647-77.5% |
| Admin fee / account holder | $128 | $437-70.8% | $15,912-99.2% | $430-70.4% |