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 CORPORATION7 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $24,530 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $10,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,470 | $87,013-58.1% | $106,213-65.7% | $80,856-54.9% |
| Participation rate | 89.6% | 70.4%+19.1pp | 75.3%+14.3pp | 67.6%+21.9pp |
| Annual return | 13.24% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,647 | $2,395-31.2% | $3,171-48.1% | $2,755-40.2% |
| Participant deferral / active EE | $3,103 | $3,986-22.2% | $5,016-38.1% | $4,296-27.8% |
| Admin fee / account holder | $307 | $8,431-96.4% | $11,033-97.2% | $6,918-95.6% |