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 ADVISORS Service code 27 · EIN 35-1550787 | Advisory (Plan) | $94,630 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,007 | $106,028-12.3% | $146,958-36.7% | $77,643+19.8% |
| Participation rate | 94.8% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 17.34% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,600 | $7,990-4.9% | $8,070-5.8% | $4,647+63.5% |
| Admin fee / account holder | $218 | $337-35.3% | $12,998-98.3% | $430-49.3% |