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 |
|---|---|---|
Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 26 · EIN 36-4498168 | Advisory (Participants) | $27,858 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,285 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $690 |
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 | $59,550 | $80,005-25.6% | $140,016-57.5% | $55,725+6.9% |
| Participation rate | 86.4% | 87.0%-0.6pp | 87.5%-1.1pp | 70.9%+15.6pp |
| Annual return | -4.81% | 0.46%-5.3pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,332 | $3,403-31.5% | $5,606-58.4% | $2,078+12.2% |
| Participant deferral / active EE | $4,075 | $5,264-22.6% | $6,927-41.2% | $3,356+21.4% |
| Admin fee / account holder | $197 | $116+70.0% | $10,705-98.2% | $115+70.7% |