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 |
|---|---|---|
SYM FINANCIAL CORPORATION3+ years Service code 27 801 PARK AVENUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $31,888 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,591 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $12,319 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $26 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,340 | $81,537-66.5% | $149,718-81.7% | $69,631-60.7% |
| Participation rate | 80.9% | 86.1%-5.3pp | 87.1%-6.2pp | 70.7%+10.2pp |
| Annual return | 19.56% | 22.79%-3.2pp | 1501.63%-1482.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $773 | $3,239-76.1% | $5,445-85.8% | $2,032-61.9% |
| Participant deferral / active EE | $4,526 | $4,994-9.4% | $6,569-31.1% | $3,224+40.4% |
| Admin fee / account holder | $202 | $107+89.2% | $11,283-98.2% | $110+83.1% |