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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $23,784 |
SYNOVUS TRUST COMPANY1+ years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $13,563 |
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 | $25,246 | $50,464-50.0% | $75,781-66.7% | $52,331-51.8% |
| Participation rate | 74.6% | 66.8%+7.9pp | 75.8%-1.2pp | 68.1%+6.5pp |
| Annual return | -1.78% | 1.03%-2.8pp | 9.68%-11.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $373 | $1,988-81.2% | $3,323-88.8% | $1,882-80.2% |
| Participant deferral / active EE | $1,830 | $2,570-28.8% | $3,651-49.9% | $3,022-39.4% |
| Admin fee / account holder | $215 | $1,103-80.5% | $5,299-95.9% | $592-63.7% |