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 CORPORATION3 years Service code 27 801 PARK AVE. · WINONA LAKE, IN 46590 | Advisory (Plan) | $39,408 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,864 |
Filed as: RETIREMENT PLAN CONCEPTS & SERIVCES Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $6,488 |
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 | $82,040 | $64,707+26.8% | $112,228-26.9% | $68,494+19.8% |
| Participation rate | 96.9% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -14.86% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,717 | $2,746+108.2% | $3,635+57.3% | $2,596+120.2% |
| Participant deferral / active EE | $6,900 | $3,565+93.6% | $4,728+45.9% | $4,027+71.3% |
| Admin fee / account holder | $565 | $5,232-89.2% | $6,410-91.2% | $5,403-89.5% |