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 CORPORATION5 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,688 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $26,206 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $22,205 |
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 | $21,515 | $50,815-57.7% | $155,509-86.2% | $77,643-72.3% |
| Participation rate | 58.8% | 63.1%-4.3pp | 78.2%-19.4pp | 70.6%-11.8pp |
| Annual return | 12.41% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $520 | $1,993-73.9% | $4,672-88.9% | $2,726-80.9% |
| Participant deferral / active EE | $1,273 | $2,822-54.9% | $5,626-77.4% | $4,647-72.6% |
| Admin fee / account holder | $199 | $437-54.5% | $15,912-98.8% | $430-53.8% |