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.3 years Service code 26 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Participants) | $23,771 |
BLUESTAR RETIREMENT SERVICES3 years Service code 12 · EIN 59-3092339 822 AIA N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Account maintenance fees; Participant... | $13,973 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,727 |
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 | $39,701 | $60,989-34.9% | $60,874-34.8% | $66,914-40.7% |
| Participation rate | 69.7% | 74.5%-4.8pp | 73.1%-3.4pp | 69.8%-0.1pp |
| Annual return | -15.55% | -9.60%-6.0pp | 16.90%-32.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,620 | $2,661-39.1% | $2,701-40.0% | $2,544-36.3% |
| Participant deferral / active EE | $1,530 | $3,615-57.7% | $3,817-59.9% | $4,237-63.9% |
| Admin fee / account holder | $283 | $338-16.4% | $3,224-91.2% | $593-52.3% |