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 ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $19,422 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $10,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,411 | $65,061-60.9% | $143,757-82.3% | $66,914-62.0% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.6pp | 69.8%-3.1pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $621 | $2,361-73.7% | $4,951-87.5% | $2,544-75.6% |
| Participant deferral / active EE | $1,539 | $2,919-47.3% | $5,637-72.7% | $4,237-63.7% |
| Admin fee / account holder | $263 | $502-47.5% | $14,673-98.2% | $593-55.6% |