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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,458 |
Filed as: SYNOVUS TRUST COMPANY, N Service code 27 · EIN 58-2146977 | Advisory (Plan) | $19,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,991 | $62,327+62.0% | $120,354-16.1% | $74,495+35.6% |
| Participation rate | 97.2% | 56.8%+40.4pp | 71.9%+25.3pp | 67.2%+30.0pp |
| Annual return | 12.16% | 18.61%-6.5pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,738 | $1,843+102.8% | $3,463+7.9% | $2,623+42.5% |
| Participant deferral / active EE | $6,380 | $2,893+120.6% | $4,991+27.8% | $4,346+46.8% |
| Admin fee / account holder | $368 | $2,396-84.6% | $9,423-96.1% | $1,942-81.0% |