See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION10+ years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $20,628 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $16,319 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,750 | $49,915-40.4% | $154,803-80.8% | $74,304-60.0% |
| Participation rate | 74.5% | 54.0%+20.5pp | 78.1%-3.6pp | 60.3%+14.1pp |
| Annual return | 17.28% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $653 | $1,611-59.5% | $4,305-84.8% | $2,241-70.9% |
| Participant deferral / active EE | $1,516 | $2,255-32.8% | $5,540-72.6% | $3,767-59.8% |
| Admin fee / account holder | $269 | $2,189-87.7% | $14,329-98.1% | $2,969-90.9% |