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 Service code 27 · EIN 35-1550787 | Advisory (Plan) | $42,329 |
ASCENSUS LLC4+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $20,761 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2,147 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,463 | $65,557-7.8% | $105,738-42.8% | $56,287+7.4% |
| Participation rate | 77.0% | 63.4%+13.6pp | 76.3%+0.7pp | 69.9%+7.2pp |
| Annual return | -6.81% | -1.32%-5.5pp | 6.27%-13.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,317 | $1,788-26.4% | $3,268-59.7% | $2,111-37.6% |
| Participant deferral / active EE | $1,772 | $2,418-26.7% | $4,080-56.6% | $3,350-47.1% |
| Admin fee / account holder | $469 | $561-16.4% | $6,913-93.2% | $521-9.9% |