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 |
|---|---|---|
SYM FINANCIAL CORPORATION7+ years Service code 99 801 PARK AVE · WINONA LAKE, IN 46590 | Other Fees | $40,857 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $10,347 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,280 |
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 | $92,052 | $107,846-14.6% | $119,609-23.0% | - |
| Participation rate | 99.0% | 78.0%+21.0pp | 79.3%+19.7pp | - |
| Annual return | -11.40% | -15.20%+3.8pp | -14.97%+3.6pp | - |
| Employer contribution / active EE | $2,929 | $2,838+3.2% | $4,232-30.8% | - |
| Participant deferral / active EE | $5,905 | $4,531+30.3% | $5,602+5.4% | - |
| Admin fee / account holder | $414 | $73,538-99.4% | $10,323-96.0% | - |