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 27 · EIN 58-1134883 | Advisory (Plan) | $29,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 | Investment Management | $14,012 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 | Contract Administrator | $8,109 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 | Investment Management | $5,125 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,365 | $59,402+3.3% | $93,654-34.5% | $74,546-17.7% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.46% | 81.86%-68.4pp | 133.34%-119.9pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $3,441 | $1,265+172.1% | $2,421+42.2% | $2,624+31.1% |
| Participant deferral / active EE | $6,208 | $3,049+103.6% | $4,413+40.7% | $4,347+42.8% |
| Admin fee / account holder | $256 | $3,023-91.5% | $8,282-96.9% | $1,944-86.8% |