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 CORPORATION6+ years Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $56,873 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $20,916 |
BADEN, GAGE & SCHROEDKER,LLC2 years Service code 10 · EIN 35-1939627 | Accounting | $8,900 |
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 | $24,010 | $79,519-69.8% | $95,952-75.0% | $73,409-67.3% |
| Participation rate | 90.9% | 81.2%+9.7pp | 77.1%+13.8pp | 72.2%+18.7pp |
| Annual return | 14.05% | 19.20%-5.1pp | 91.61%-77.6pp | 59.29%-45.2pp |
| Employer contribution / active EE | $537 | $2,048-73.8% | $2,541-78.9% | $2,234-76.0% |
| Participant deferral / active EE | $2,604 | $4,138-37.1% | $4,167-37.5% | $3,805-31.6% |
| Admin fee / account holder | $241 | $184+30.6% | $6,795-96.5% | $158+52.4% |