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 COMPANY3+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $47,423 |
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 | $33,278 | $65,557-49.2% | $105,738-68.5% | $56,287-40.9% |
| Participation rate | 96.1% | 63.4%+32.7pp | 76.3%+19.7pp | 69.9%+26.2pp |
| Annual return | 11.68% | -1.32%+13.0pp | 6.27%+5.4pp | -9.96%+21.6pp |
| Employer contribution / active EE | $2,709 | $1,788+51.5% | $3,268-17.1% | $2,111+28.3% |
| Participant deferral / active EE | $906 | $2,418-62.5% | $4,080-77.8% | $3,350-72.9% |
| Admin fee / account holder | $225 | $561-60.0% | $6,913-96.7% | $521-56.9% |