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 CORPORATION9+ years Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $47,410 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $19,365 |
ASCENSUS LLC1 year Filed as: BADEN, GAGE & SCHROEDER,LLC Service code 10 · EIN 35-1939627 | Accounting | $5,300 |
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 | $27,322 | $99,078-72.4% | $96,544-71.7% | $74,419-63.3% |
| Participation rate | 74.4% | 80.7%-6.3pp | 76.0%-1.6pp | 70.7%+3.7pp |
| Annual return | 40.40% | 22.48%+17.9pp | 25.84%+14.6pp | 34.38%+6.0pp |
| Employer contribution / active EE | $1,153 | $2,570-55.2% | $2,965-61.1% | $2,637-56.3% |
| Participant deferral / active EE | $3,029 | $4,933-38.6% | $4,851-37.6% | $4,528-33.1% |
| Admin fee / account holder | $140 | $225-37.9% | $8,252-98.3% | $348-59.9% |