See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $36,533 |
SYM FINANCIAL CORPORATION3 years Filed as: SYM FINANCIAL CORP Service code 28 · EIN 35-1550787 | Investment Management | $33,037 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $23,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,170 | $101,317+22.6% | $146,958-15.5% | $74,495+66.7% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 14.01% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,981 | $3,810+4.5% | $4,933-19.3% | $2,623+51.8% |
| Participant deferral / active EE | $9,251 | $7,303+26.7% | $8,070+14.6% | $4,346+112.9% |
| Admin fee / account holder | $583 | $1,739-66.5% | $12,998-95.5% | $1,942-70.0% |