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 ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $21,165 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $6,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,355 | $61,156-42.2% | $185,823-81.0% | $79,386-55.5% |
| Participation rate | 68.8% | 66.6%+2.2pp | 81.7%-12.9pp | 70.7%-1.9pp |
| Annual return | 13.35% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $667 | $2,321-71.2% | $5,167-87.1% | $2,427-72.5% |
| Participant deferral / active EE | $1,549 | $2,789-44.5% | $5,568-72.2% | $4,046-61.7% |
| Admin fee / account holder | $258 | $710-63.6% | $16,237-98.4% | $626-58.8% |