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 |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $25,065 |
SYNOVUS TRUST COMPANY5+ years Filed as: SYNOVUS SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $2,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706 |
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 | $76,763 | $89,652-14.4% | $141,162-45.6% | $65,185+17.8% |
| Participation rate | 88.8% | 74.7%+14.1pp | 82.5%+6.3pp | 70.2%+18.6pp |
| Annual return | 30.48% | 32.79%-2.3pp | 71.39%-40.9pp | 29.38%+1.1pp |
| Employer contribution / active EE | $3,931 | $3,065+28.3% | $4,735-17.0% | $2,177+80.6% |
| Participant deferral / active EE | $6,979 | $5,691+22.6% | $6,709+4.0% | $3,514+98.6% |
| Admin fee / account holder | $9 | $569-98.5% | $10,261-99.9% | $847-99.0% |