See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,120 |
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $17,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,623 | $47,722-27.4% | $82,719-58.1% | $64,808-46.6% |
| Participation rate | 86.9% | 67.6%+19.3pp | 72.6%+14.4pp | 71.5%+15.5pp |
| Annual return | -5.12% | -13.05%+7.9pp | 701.18%-706.3pp | 32.82%-37.9pp |
| Employer contribution / active EE | $916 | $2,179-58.0% | $3,009-69.6% | $2,506-63.5% |
| Participant deferral / active EE | $4,125 | $3,329+23.9% | $4,395-6.1% | $4,310-4.3% |
| Admin fee / account holder | $105 | $143-26.3% | $5,329-98.0% | $188-43.9% |