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 26 · EIN 42-0127290 | Advisory (Participants) | $25,132 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $15,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,195 | $39,859-54.4% | $78,689-76.9% | $57,658-68.4% |
| Participation rate | 43.2% | 66.1%-22.9pp | 73.6%-30.4pp | 70.2%-27.0pp |
| Annual return | -1.53% | 18.96%-20.5pp | 62.18%-63.7pp | 5.13%-6.7pp |
| Employer contribution / active EE | $380 | $1,786-78.7% | $2,851-86.7% | $1,974-80.7% |
| Participant deferral / active EE | $598 | $2,248-73.4% | $3,517-83.0% | $3,061-80.5% |
| Admin fee / account holder | $166 | $76+117.8% | $4,510-96.3% | $95+75.5% |