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 CORPORATION2 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $10,026 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $6,890 |
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 | $23,177 | $66,310-65.0% | $93,606-75.2% | $65,185-64.4% |
| Participation rate | 91.0% | 74.0%+17.0pp | 75.8%+15.2pp | 70.2%+20.8pp |
| Annual return | 22.41% | 42.58%-20.2pp | 32.76%-10.3pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,373 | $2,012-31.8% | $2,718-49.5% | $2,177-36.9% |
| Participant deferral / active EE | $2,126 | $3,342-36.4% | $4,069-47.7% | $3,514-39.5% |
| Admin fee / account holder | $153 | $6,897-97.8% | $7,888-98.1% | $847-82.0% |