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 Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $26,283 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $20,625 |
ASCENSUS LLC1 year Filed as: BADEN, GAGE & SCHROEDER, LLC Service code 10 · EIN 35-1939627 | Accounting | $6,327 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Trustee (bank, tr... | $2,365 |
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.
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 | $21,117 | $69,305-69.5% | $82,313-74.3% | $69,631-69.7% |
| Participation rate | 94.1% | 80.3%+13.8pp | 76.9%+17.2pp | 70.7%+23.4pp |
| Annual return | 18.32% | 21.47%-3.1pp | 25.88%-7.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $486 | $1,887-74.2% | $2,428-80.0% | $2,032-76.1% |
| Participant deferral / active EE | $2,494 | $3,568-30.1% | $3,706-32.7% | $3,224-22.6% |
| Admin fee / account holder | $196 | $97+101.5% | $5,608-96.5% | $110+77.3% |