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.6 years Service code 26 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Participants) | $26,535 |
Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Parti... | $13,284 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,676 | $96,018-45.1% | $65,493-19.6% | $85,563-38.4% |
| Participation rate | 51.2% | 74.8%-23.7pp | 73.1%-21.9pp | 66.0%-14.8pp |
| Annual return | 13.96% | 14.51%-0.6pp | 982.45%-968.5pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,314 | $3,235-59.4% | $2,574-48.9% | $2,654-50.5% |
| Participant deferral / active EE | $1,442 | $4,055-64.4% | $3,961-63.6% | $4,375-67.0% |
| Admin fee / account holder | $252 | $271-7.1% | $5,028-95.0% | $834-69.8% |