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 CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $37,737 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $32,665 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $22,373 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,004 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,516 | $56,485-54.8% | $185,823-86.3% | $86,799-70.6% |
| Participation rate | 67.1% | 65.5%+1.6pp | 81.7%-14.6pp | 72.3%-5.2pp |
| Annual return | 28.83% | 118.04%-89.2pp | 122.05%-93.2pp | 97.91%-69.1pp |
| Employer contribution / active EE | $1,535 | $1,843-16.7% | $5,167-70.3% | $2,405-36.2% |
| Participant deferral / active EE | $925 | $2,553-63.8% | $5,568-83.4% | $4,131-77.6% |
| Admin fee / account holder | $253 | $150+69.0% | $16,237-98.4% | $170+49.1% |