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 COMPANY7+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $26,121 |
Filed as: BLUESTAR RETIREMENT Service code 12 · EIN 59-3092339 | Participant communication; Account ma... | $18,168 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,490 | $62,603+30.2% | $104,294-21.9% | $66,914+21.8% |
| Participation rate | 97.0% | 59.6%+37.4pp | 73.3%+23.7pp | 69.8%+27.1pp |
| Annual return | 1.05% | -14.70%+15.7pp | 24.61%-23.6pp | 1.58%-0.5pp |
| Employer contribution / active EE | $18,902 | $1,972+858.7% | $3,372+460.6% | $2,544+643.0% |
| Participant deferral / active EE | $2,106 | $2,853-26.2% | $4,625-54.5% | $4,237-50.3% |
| Admin fee / account holder | $281 | $656-57.2% | $7,339-96.2% | $593-52.7% |