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 26 · EIN 42-0127290 | Advisory (Participants) | $29,727 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $18,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,774 | $55,371-24.6% | $95,585-56.3% | $74,304-43.8% |
| Participation rate | 52.0% | 53.8%-1.8pp | 72.1%-20.0pp | 60.3%-8.3pp |
| Annual return | 20.72% | 24.26%-3.5pp | 38.56%-17.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $164 | $1,437-88.6% | $2,527-93.5% | $2,241-92.7% |
| Participant deferral / active EE | $2,259 | $2,955-23.6% | $4,023-43.8% | $3,767-40.0% |
| Admin fee / account holder | $313 | $2,620-88.0% | $6,127-94.9% | $2,969-89.4% |