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 CORPORATION6 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,693 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $39,685 |
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 19 · EIN 32-0169227 | Securities Custodian | $29,016 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Other investment fees and expenses; C... | $6,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,446 | $50,982-59.9% | $154,803-86.8% | $85,563-76.1% |
| Participation rate | 62.7% | 59.8%+2.9pp | 78.1%-15.4pp | 66.0%-3.3pp |
| Annual return | 13.22% | 30.35%-17.1pp | 58.88%-45.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $793 | $1,708-53.6% | $4,305-81.6% | $2,654-70.1% |
| Participant deferral / active EE | $1,540 | $2,474-37.8% | $5,540-72.2% | $4,375-64.8% |
| Admin fee / account holder | $199 | $846-76.5% | $14,329-98.6% | $834-76.2% |