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 |
|---|---|---|
SYNOVUS TRUST COMPANY N.A.2+ years Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 49 · EIN 36-4498168 | Other Services | $13,263 |
ROBINSON, GRIMES, & COMPANY2+ years Service code 10 · EIN 58-1374304 | Accounting | $4,600 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $1,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,328 | $56,629-35.8% | $77,999-53.4% | $55,167-34.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 4.63% | 2866.98%-2862.4pp | 425.96%-421.3pp | 169.23%-164.6pp |
| Employer contribution / active EE | $2,013 | $1,723+16.8% | $2,470-18.5% | $1,963+2.6% |
| Participant deferral / active EE | $4,459 | $2,777+60.6% | $3,497+27.5% | $3,054+46.0% |
| Admin fee / account holder | $73 | $467-84.4% | $5,480-98.7% | $504-85.5% |