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 CORPORATION5 years Service code 28 · EIN 35-1550787 | Investment Management | $46,213 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,384 | $101,499-6.0% | $147,005-35.1% | $74,546+28.0% |
| Participation rate | 81.7% | 75.5%+6.2pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 13.03% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $6,010 | $3,811+57.7% | $4,934+21.8% | $2,624+129.0% |
| Participant deferral / active EE | $6,013 | $7,304-17.7% | $8,070-25.5% | $4,347+38.3% |
| Admin fee / account holder | $352 | $1,748-79.8% | $13,006-97.3% | $1,944-81.9% |