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.4 years Service code 26 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Participants) | $20,791 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $14,116 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,479 |
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 | $42,065 | $65,557-35.8% | $64,056-34.3% | $71,457-41.1% |
| Participation rate | 63.1% | 73.2%-10.0pp | 72.3%-9.2pp | 67.9%-4.8pp |
| Annual return | 12.15% | 18.94%-6.8pp | 33.69%-21.5pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,360 | $2,669-49.0% | $2,747-50.5% | $2,588-47.4% |
| Participant deferral / active EE | $1,532 | $3,626-57.7% | $3,880-60.5% | $4,289-64.3% |
| Admin fee / account holder | $238 | $616-61.3% | $3,068-92.2% | $1,587-85.0% |