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 Service code 27 · EIN 35-1550787 | Advisory (Plan) | $41,350 |
ASCENSUS LLC5+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $12,646 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8,872 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
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 | $69,073 | $54,045+27.8% | $115,157-40.0% | $65,185+6.0% |
| Participation rate | 74.4% | 63.5%+10.8pp | 75.9%-1.5pp | 70.2%+4.2pp |
| Annual return | 18.57% | 26.55%-8.0pp | 35.60%-17.0pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,279 | $1,653-22.6% | $3,179-59.8% | $2,177-41.2% |
| Participant deferral / active EE | $1,611 | $2,504-35.7% | $4,168-61.4% | $3,514-54.2% |
| Admin fee / account holder | $462 | $626-26.2% | $7,088-93.5% | $847-45.5% |