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 | $100,923-33.3% | $150,045-55.2% | $74,304-9.5% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.3%+10.5pp | 60.3%+32.5pp |
| Annual return | 17.88% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,852 | $3,463-17.7% | $4,693-39.2% | $2,241+27.2% |
| Participant deferral / active EE | $7,307 | $6,709+8.9% | $7,997-8.6% | $3,767+94.0% |
| Admin fee / account holder | $304 | $2,767-89.0% | $13,435-97.7% | $2,969-89.7% |