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 CORPORATION8+ years Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $59,849 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $21,824 |
BADEN, GAGE & SCHROEDKER,LLC4 years Service code 10 · EIN 35-1939627 | Accounting | $8,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,127 | $72,254-66.6% | $86,677-72.2% | $64,808-62.8% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.7pp | 71.5%+19.8pp |
| Annual return | -14.33% | 392.42%-406.8pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,220 | $2,393-49.0% | $2,836-57.0% | $2,506-51.3% |
| Participant deferral / active EE | $3,193 | $4,658-31.4% | $4,656-31.4% | $4,310-25.9% |
| Admin fee / account holder | $243 | $174+39.5% | $7,493-96.8% | $188+29.2% |