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 |
|---|---|---|
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES, INC Service code 15 · EIN 58-1625031 | Recordkeeping | $9,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,130 | $59,263-54.2% | $96,562-71.9% | $79,386-65.8% |
| Participation rate | 51.9% | 61.9%-10.0pp | 69.8%-18.0pp | 70.7%-18.9pp |
| Annual return | 12.64% | 27.07%-14.4pp | 37.78%-25.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,610 | $2,948+90.3% | $3,849+45.8% | $4,046+38.7% |
| Admin fee / account holder | $73 | $658-89.0% | $6,181-98.8% | $626-88.4% |