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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $32,114 |
BENEFIT PROFESSIONALS, INC.3+ years Service code 17 · EIN 63-0913824 | Pension Consulting | $16,364 |
SYNOVUS TRUST COMPANY3+ years Filed as: SYNOVUS SECURITIES INC Service code 99 | Other Fees | $15,169 |
BENEFIT PROFESSIONALS, INC.3+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 15 | Recordkeeping | $4,471 |
SYNOVUS TRUST COMPANY3+ years Filed as: SYNOVUS SECURITIES Service code 26 PO BOX 2628 · COLUMBUS, GA 31902 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,574 | $60,545-84.2% | $92,233-89.6% | $69,631-86.3% |
| Participation rate | 49.6% | 72.2%-22.6pp | 76.5%-26.9pp | 70.7%-21.1pp |
| Annual return | 16.60% | 19.71%-3.1pp | 176.28%-159.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $140 | $2,633-94.7% | $3,679-96.2% | $2,032-93.1% |
| Participant deferral / active EE | $896 | $2,828-68.3% | $3,897-77.0% | $3,224-72.2% |
| Admin fee / account holder | $40 | $145-72.3% | $5,194-99.2% | $110-63.7% |