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 CORPORATION1+ years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $47,814 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $28,365 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,544 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,422 | $72,770-34.8% | $67,652-29.9% | $55,191-14.1% |
| Participation rate | 68.3% | 78.8%-10.4pp | 75.7%-7.3pp | 69.2%-0.8pp |
| Annual return | -0.71% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,748 | $1,769-1.2% | $2,266-22.8% | $1,899-7.9% |
| Participant deferral / active EE | $2,238 | $3,408-34.3% | $3,560-37.1% | $3,046-26.5% |
| Admin fee / account holder | $394 | $79+399.3% | $4,821-91.8% | $91+333.5% |