See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
BENEFIT PROFESSIONALS, INC.8+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $16,968 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $15,905 |
SYNOVUS TRUST COMPANY8+ years Filed as: SYNOVUS SECURITIES INC Service code 99 | Other Fees | $9,118 |
BENEFIT PROFESSIONALS, INC.8+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 15 | Recordkeeping | $1,610 |
SYNOVUS TRUST COMPANY8+ 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.
Employer 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 | $21,030 | $64,707-67.5% | $112,228-81.3% | $68,494-69.3% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -14.71% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $54 | $2,746-98.0% | $3,635-98.5% | $2,596-97.9% |
| Participant deferral / active EE | $2,708 | $3,565-24.0% | $4,728-42.7% | $4,027-32.8% |
| Admin fee / account holder | $195 | $5,232-96.3% | $6,410-97.0% | $5,403-96.4% |