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 CORPORATION4+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $142,160 |
ASCENSUS LLC4+ years Filed as: ASCENSUS, INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $24,514 |
ASCENSUS LLC2 years Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $10,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,776 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 200 DRYDEN RD. · DRESHER, PA 19025 | Contract Administrator | $150 |
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 | $67,337 | $78,852-14.6% | $76,768-12.3% | $75,289-10.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -2.39% | -1.29%-1.1pp | 2.43%-4.8pp | -0.04%-2.3pp |
| Employer contribution / active EE | $2,704 | $2,794-3.2% | $2,485+8.8% | $2,405+12.4% |
| Participant deferral / active EE | $4,306 | $4,800-10.3% | $3,852+11.8% | $3,739+15.2% |
| Admin fee / account holder | $120 | $79+52.5% | $6,675-98.2% | $102+17.7% |