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 ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $47,857 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $10,063 |
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 | $117,216 | $77,660+50.9% | $109,143+7.4% | $79,386+47.7% |
| Participation rate | 87.4% | 67.8%+19.6pp | 75.9%+11.5pp | 70.7%+16.7pp |
| Annual return | 17.76% | 23.44%-5.7pp | 25.75%-8.0pp | 116.85%-99.1pp |
| Employer contribution / active EE | $3,614 | $2,797+29.2% | $3,722-2.9% | $2,427+48.9% |
| Participant deferral / active EE | $7,340 | $3,518+108.7% | $4,653+57.7% | $4,046+81.4% |
| Admin fee / account holder | $472 | $732-35.5% | $6,752-93.0% | $626-24.6% |