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 26 · EIN 42-0127290 | Advisory (Participants) | $24,978 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $19,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,881 | $43,999-36.6% | $79,464-64.9% | $55,725-50.0% |
| Participation rate | 35.3% | 66.9%-31.6pp | 73.3%-38.0pp | 70.9%-35.5pp |
| Annual return | 8.36% | 1.81%+6.5pp | 718.14%-709.8pp | 244.93%-236.6pp |
| Employer contribution / active EE | $381 | $1,830-79.2% | $2,800-86.4% | $2,078-81.7% |
| Participant deferral / active EE | $613 | $2,538-75.8% | $3,704-83.4% | $3,356-81.7% |
| Admin fee / account holder | $211 | $118+79.6% | $5,113-95.9% | $115+83.3% |