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 10-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 |
|---|---|---|
SYNOVUS TRUST COMPANY5 years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $33,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,767 | $54,517+161.9% | $75,972+87.9% | $74,495+91.6% |
| Participation rate | 68.8% | 60.3%+8.4pp | 69.1%-0.3pp | 67.2%+1.5pp |
| Annual return | 12.70% | 31.82%-19.1pp | 359.55%-346.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,087 | $1,777+73.7% | $2,685+15.0% | $2,623+17.7% |
| Participant deferral / active EE | $6,200 | $3,066+102.2% | $4,255+45.7% | $4,346+42.7% |
| Admin fee / account holder | $489 | $2,229-78.1% | $6,467-92.4% | $1,942-74.8% |