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 |
|---|---|---|
Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $15,762 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $7,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,848 | $61,660-69.4% | $80,019-76.4% | $64,186-70.6% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.6%+28.4pp |
| Annual return | -5.43% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,605 | $1,810-11.4% | $2,468-35.0% | $2,381-32.6% |
| Participant deferral / active EE | $2,456 | $2,968-17.2% | $3,686-33.4% | $3,470-29.2% |
| Admin fee / account holder | $219 | $5,417-96.0% | $6,521-96.6% | $4,888-95.5% |