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 Service code 27 · EIN 35-1550787 | Advisory (Plan) | $43,468 |
ASCENSUS LLC6+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $16,823 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2,046 |
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 | $76,051 | $59,328+28.2% | $118,925-36.1% | $73,488+3.5% |
| Participation rate | 70.4% | 62.3%+8.1pp | 75.4%-5.0pp | 70.7%-0.3pp |
| Annual return | 11.94% | 19.13%-7.2pp | 35.88%-23.9pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,197 | $1,803-33.6% | $3,263-63.3% | $2,270-47.3% |
| Participant deferral / active EE | $1,542 | $2,604-40.8% | $4,265-63.8% | $3,740-58.8% |
| Admin fee / account holder | $450 | $600-25.0% | $6,581-93.2% | $513-12.2% |