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 CORPORATION7 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $47,444 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $11,782 |
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 | $166,224 | $86,944+91.2% | $107,525+54.6% | $74,304+123.7% |
| Participation rate | 83.3% | 59.6%+23.8pp | 75.1%+8.3pp | 60.3%+23.0pp |
| Annual return | 19.53% | 23.52%-4.0pp | 181.32%-161.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $4,082 | $2,757+48.1% | $3,754+8.7% | $2,241+82.1% |
| Participant deferral / active EE | $7,768 | $3,554+118.6% | $5,116+51.8% | $3,767+106.2% |
| Admin fee / account holder | $557 | $3,727-85.1% | $8,919-93.8% | $2,969-81.2% |