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.5 years Service code 26 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Participants) | $23,475 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant loan processing; Account ... | $15,043 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,985 |
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 | $46,930 | $69,763-32.7% | $67,502-30.5% | $74,495-37.0% |
| Participation rate | 63.2% | 71.4%-8.2pp | 72.9%-9.7pp | 67.2%-4.0pp |
| Annual return | 14.08% | -40.34%+54.4pp | 3512.12%-3498.0pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,591 | $2,704-41.2% | $2,731-41.8% | $2,623-39.4% |
| Participant deferral / active EE | $1,750 | $3,636-51.9% | $4,000-56.2% | $4,346-59.7% |
| Admin fee / account holder | $244 | $896-72.8% | $3,998-93.9% | $1,942-87.5% |