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 COMPANY8+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $35,529 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Recordkeeping... | $16,705 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,167 | $57,651+56.4% | $112,229-19.7% | $71,457+26.2% |
| Participation rate | 99.3% | 58.9%+40.4pp | 72.4%+26.9pp | 67.9%+31.4pp |
| Annual return | -4.10% | 18.32%-22.4pp | 30.20%-34.3pp | 28.85%-33.0pp |
| Employer contribution / active EE | $10,320 | $1,913+439.4% | $3,430+200.9% | $2,588+298.8% |
| Participant deferral / active EE | $2,170 | $2,863-24.2% | $4,798-54.8% | $4,289-49.4% |
| Admin fee / account holder | $355 | $1,581-77.5% | $7,748-95.4% | $1,587-77.6% |