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 CORPORATION4 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $36,849 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $21,733 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $10,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,204 | $47,126-48.6% | $149,673-83.8% | $74,419-67.5% |
| Participation rate | 55.3% | 63.4%-8.1pp | 78.8%-23.5pp | 70.7%-15.4pp |
| Annual return | 10.67% | 22.75%-12.1pp | 134.42%-123.7pp | 34.38%-23.7pp |
| Employer contribution / active EE | $1,074 | $1,905-43.7% | $4,818-77.7% | $2,637-59.3% |
| Participant deferral / active EE | $985 | $2,728-63.9% | $5,680-82.7% | $4,528-78.2% |
| Admin fee / account holder | $185 | $343-46.1% | $13,210-98.6% | $348-46.9% |