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 CORPORATION3 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $15,143 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $8,114 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,956 | $70,908-62.0% | $98,907-72.7% | $73,488-63.3% |
| Participation rate | 87.5% | 73.8%+13.7pp | 76.0%+11.5pp | 70.7%+16.8pp |
| Annual return | 12.83% | 34.17%-21.3pp | 196.43%-183.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $441 | $2,036-78.4% | $2,689-83.6% | $2,270-80.6% |
| Participant deferral / active EE | $2,048 | $3,500-41.5% | $4,244-51.7% | $3,740-45.2% |
| Admin fee / account holder | $223 | $535-58.2% | $6,642-96.6% | $513-56.5% |