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.2 years Service code 26 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Participants) | $22,488 |
BLUESTAR RETIREMENT SERVICES2 years Service code 12 · EIN 59-3092339 822 AIA N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Direct payment from the plan; Partici... | $15,797 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,799 | $74,706-30.7% | $75,696-31.6% | $79,386-34.8% |
| Participation rate | 88.0% | 75.3%+12.6pp | 74.8%+13.1pp | 70.7%+17.3pp |
| Annual return | 28.95% | 18.52%+10.4pp | 104.53%-75.6pp | 116.85%-87.9pp |
| Employer contribution / active EE | $1,869 | $2,590-27.9% | $2,743-31.9% | $2,427-23.0% |
| Participant deferral / active EE | $1,719 | $3,533-51.3% | $3,821-55.0% | $4,046-57.5% |
| Admin fee / account holder | $306 | $374-18.3% | $3,619-91.5% | $626-51.2% |