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 21 · EIN 36-4498168 | Bank Trustee | $30,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,866 |
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 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 | $110,143 | $46,297+137.9% | $71,671+53.7% | $62,292+76.8% |
| Participation rate | 66.1% | 60.6%+5.5pp | 68.7%-2.7pp | 69.5%-3.4pp |
| Annual return | 15.01% | 22.32%-7.3pp | 20.65%-5.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,638 | $1,412+16.0% | $2,460-33.4% | $2,042-19.8% |
| Participant deferral / active EE | $4,029 | $2,235+80.2% | $3,438+17.2% | $3,169+27.1% |
| Admin fee / account holder | $538 | $461+16.9% | $5,558-90.3% | $479+12.3% |