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 COMPANY1 year Filed as: SYNOVUS SECURITIES, INC Service code 15 · EIN 58-1625031 | Recordkeeping | $8,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,705 | $54,573-47.4% | $90,951-68.4% | $73,488-60.9% |
| Participation rate | 51.2% | 61.2%-9.9pp | 69.0%-17.8pp | 70.7%-19.4pp |
| Annual return | 7.44% | 16.69%-9.2pp | 134.60%-127.2pp | 28.51%-21.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,598 | $2,517+3.2% | $3,373-23.0% | $3,740-30.5% |
| Admin fee / account holder | $71 | $521-86.4% | $5,959-98.8% | $513-86.2% |