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 CORPORATION7+ years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $44,189 |
ASCENSUS LLC7+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $18,710 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,166 | $65,862+424.1% | $124,672+176.9% | $79,386+334.8% |
| Participation rate | 20.3% | 62.2%-42.0pp | 74.6%-54.3pp | 70.7%-50.4pp |
| Annual return | 12.83% | 19.02%-6.2pp | 5142.93%-5130.1pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,920 | $1,883+2.0% | $3,324-42.2% | $2,427-20.9% |
| Participant deferral / active EE | $1,447 | $2,772-47.8% | $4,614-68.6% | $4,046-64.2% |
| Admin fee / account holder | $2,320 | $673+244.9% | $7,493-69.0% | $626+270.4% |