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 |
|---|---|---|
SYNOVUS TRUST COMPANY2+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $40,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,676 | $54,368-49.1% | $117,039-76.4% | $62,292-55.6% |
| Participation rate | 96.4% | 64.9%+31.5pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | 16.27% | 21.77%-5.5pp | 18.95%-2.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,551 | $1,692+50.8% | $3,785-32.6% | $2,042+24.9% |
| Participant deferral / active EE | $860 | $2,269-62.1% | $3,929-78.1% | $3,169-72.9% |
| Admin fee / account holder | $194 | $493-60.7% | $5,974-96.8% | $479-59.6% |