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 37 · EIN 04-2647786 | Loan Processing | $41,822 |
SYNOVUS TRUST COMPANY3 years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $31,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,266 | $88,360-23.9% | $145,433-53.7% | $67,986-1.1% |
| Participation rate | 92.9% | 65.5%+27.4pp | 82.1%+10.7pp | 57.2%+35.6pp |
| Annual return | 17.88% | 63.15%-45.3pp | 66.58%-48.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $2,852 | $3,054-6.6% | $4,554-37.4% | $2,019+41.3% |
| Participant deferral / active EE | $7,307 | $5,932+23.2% | $7,897-7.5% | $3,358+117.6% |
| Admin fee / account holder | $304 | $3,313-90.8% | $13,129-97.7% | $3,203-90.5% |