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 CORPORATION6 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $19,701 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $8,649 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,625 | $71,516-51.6% | $98,439-64.8% | $71,457-51.5% |
| Participation rate | 87.2% | 72.7%+14.5pp | 75.2%+12.0pp | 67.9%+19.3pp |
| Annual return | 20.47% | 32.41%-11.9pp | 21.16%-0.7pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,424 | $2,399-40.6% | $3,048-53.3% | $2,588-45.0% |
| Participant deferral / active EE | $2,607 | $4,109-36.6% | $4,738-45.0% | $4,289-39.2% |
| Admin fee / account holder | $239 | $1,675-85.7% | $8,948-97.3% | $1,587-84.9% |