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 COMPANY1+ years Filed as: SYNOVUS SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $6,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
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 | $45,187 | $70,002-35.4% | $115,037-60.7% | $52,331-13.7% |
| Participation rate | 93.2% | 72.1%+21.1pp | 81.4%+11.8pp | 68.1%+25.1pp |
| Annual return | -0.67% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $6,612 | $2,715+143.6% | $4,608+43.5% | $1,882+251.4% |
| Participant deferral / active EE | $5,979 | $4,920+21.5% | $6,026-0.8% | $3,022+97.8% |
| Admin fee / account holder | $4 | $566-99.2% | $8,175-99.9% | $592-99.3% |