See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,657 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Contract Administrator | $10,955 |
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES INC Service code 27 1137 1ST AVE 2ND FL · COLUMBUS, GA 31901 | Advisory (Plan) | $3,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $129,021-79.8% | $184,203-85.8% | $77,643-66.4% |
| Participation rate | 50.9% | 87.3%-36.4pp | 86.8%-35.9pp | 70.6%-19.7pp |
| Annual return | 32.55% | 33.27%-0.7pp | 28.81%+3.7pp | 31.24%+1.3pp |
| Employer contribution / active EE | $1,934 | $4,413-56.2% | $6,427-69.9% | $2,726-29.1% |
| Participant deferral / active EE | $3,597 | $7,297-50.7% | $9,131-60.6% | $4,647-22.6% |
| Admin fee / account holder | $117 | $254-54.1% | $13,901-99.2% | $430-72.9% |