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.3+ years Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 49 · EIN 36-4498168 | Other Services | $13,339 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $755 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,897 | $63,299-16.4% | $91,001-41.9% | $62,292-15.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,093 | $1,807+15.9% | $2,456-14.8% | $2,042+2.5% |
| Participant deferral / active EE | $4,440 | $2,943+50.9% | $3,547+25.2% | $3,169+40.1% |
| Admin fee / account holder | $119 | $468-74.5% | $5,417-97.8% | $479-75.1% |