See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION5 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $18,299 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $7,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,618 | $72,607-62.0% | $90,749-69.6% | $66,914-58.7% |
| Participation rate | 79.8% | 73.7%+6.2pp | 75.7%+4.2pp | 69.8%+10.0pp |
| Annual return | -15.27% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,374 | $2,369-42.0% | $2,921-53.0% | $2,544-46.0% |
| Participant deferral / active EE | $2,233 | $3,977-43.9% | $4,564-51.1% | $4,237-47.3% |
| Admin fee / account holder | $224 | $707-68.3% | $8,445-97.3% | $593-62.2% |