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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,545 |
SYNOVUS TRUST COMPANY7+ years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $43,589 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,936 | $80,724-4.7% | $103,333-25.5% | $74,495+3.3% |
| Participation rate | 94.7% | 65.7%+29.1pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 12.70% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,918 | $3,157+24.1% | $3,868+1.3% | $2,623+49.4% |
| Participant deferral / active EE | $7,415 | $3,860+92.1% | $5,057+46.6% | $4,346+70.6% |
| Admin fee / account holder | $285 | $2,368-88.0% | $8,355-96.6% | $1,942-85.3% |