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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $97,887 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,983 |
Filed as: SYM FINANCIAL ADVISORS Service code 27 · EIN 35-1550787 | Advisory (Plan) | $12,849 |
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 | $72,208 | $82,202-12.2% | $125,339-42.4% | $64,808+11.4% |
| Participation rate | 92.7% | 77.9%+14.8pp | 82.4%+10.3pp | 71.5%+21.2pp |
| Annual return | -14.07% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,715 | $7,175-6.4% | $7,446-9.8% | $4,310+55.8% |
| Admin fee / account holder | $24 | $163-85.1% | $10,010-99.8% | $188-87.1% |