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 CORPORATION2 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $40,113 |
Service code 12 · EIN 47-0098400 | Consulting (pension); Contract Admini... | $15,071 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,161 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,105 | $57,651+40.7% | $112,229-27.7% | $71,457+13.5% |
| Participation rate | 64.0% | 58.9%+5.0pp | 72.4%-8.5pp | 67.9%-4.0pp |
| Annual return | 14.92% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,381 | $1,913-27.8% | $3,430-59.7% | $2,588-46.6% |
| Participant deferral / active EE | $2,091 | $2,863-26.9% | $4,798-56.4% | $4,289-51.2% |
| Admin fee / account holder | $482 | $1,581-69.5% | $7,748-93.8% | $1,587-69.6% |