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.4 years Service code 27 PO BOX 23024 · COLUMBUS, GA 319023024 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $25,480 |
FISHER INVESTMENTS1 year Service code 99 · EIN 20-2480800 | Other Fees | $3,947 |
Filed as: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,244 | $29,548+97.1% | $56,411+3.2% | $77,643-25.0% |
| Participation rate | 91.2% | 32.7%+58.5pp | 52.5%+38.7pp | 70.6%+20.6pp |
| Annual return | 11.53% | 19.01%-7.5pp | 1701.33%-1689.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,471 | $568+159.1% | $1,039+41.6% | $2,726-46.0% |
| Participant deferral / active EE | $2,553 | $1,061+140.7% | $1,952+30.8% | $4,647-45.1% |
| Admin fee / account holder | $152 | $1,046-85.5% | $2,829-94.6% | $430-64.7% |