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 CORPORATION2 years Filed as: SYM FINANCIAL ADVISORS Service code 27 · EIN 35-1550787 | Advisory (Plan) | $67,593 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,334 |
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 | $83,487 | $95,274-12.4% | $135,903-38.6% | $74,419+12.2% |
| Participation rate | 92.4% | 78.2%+14.2pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 22.21% | 32.77%-10.6pp | 68.23%-46.0pp | 34.38%-12.2pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,536 | $7,782-16.0% | $7,758-15.8% | $4,528+44.3% |
| Admin fee / account holder | $181 | $266-32.1% | $10,762-98.3% | $348-48.0% |