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 SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $23,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
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 | $63,109 | $85,766-26.4% | $136,294-53.7% | $70,131-10.0% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 20.39% | 31.45%-11.1pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,966 | $2,9660% | $4,695-36.8% | $2,342+26.6% |
| Participant deferral / active EE | $5,283 | $5,051+4.6% | $6,247-15.4% | $3,332+58.6% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |