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 CORPORATION1+ years Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $18,714 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $9,917 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $1,782 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,889 | $72,770-80.9% | $67,652-79.5% | $55,191-74.8% |
| Participation rate | 89.3% | 78.8%+10.5pp | 75.7%+13.6pp | 69.2%+20.1pp |
| Annual return | -0.95% | -3.26%+2.3pp | 6625.04%-6626.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $414 | $1,769-76.6% | $2,266-81.7% | $1,899-78.2% |
| Participant deferral / active EE | $1,907 | $3,408-44.0% | $3,560-46.4% | $3,046-37.4% |
| Admin fee / account holder | $121 | $79+53.2% | $4,821-97.5% | $91+33.0% |