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 CORPORATION9+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $43,611 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,085 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,940 |
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 | $88,036 | $88,083-0.1% | $164,813-46.6% | $74,495+18.2% |
| Participation rate | 97.1% | 73.0%+24.1pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 12.94% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,816 | $2,593+85.7% | $4,341+10.9% | $2,623+83.6% |
| Participant deferral / active EE | $5,803 | $4,498+29.0% | $6,031-3.8% | $4,346+33.5% |
| Admin fee / account holder | $402 | $2,234-82.0% | $12,690-96.8% | $1,942-79.3% |