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 |
|---|---|---|
SYMPHONY FINANCIAL SERVICES2 years Service code 99 · EIN 34-1959781 | Other Fees | $0 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,492 | $80,753-53.6% | $136,294-72.5% | $62,292-39.8% |
| Participation rate | 73.8% | 73.5%+0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 13.34% | 35.83%-22.5pp | 5155.94%-5142.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,065 | $2,884-63.1% | $4,695-77.3% | $2,042-47.8% |
| Participant deferral / active EE | $2,942 | $5,164-43.0% | $6,247-52.9% | $3,169-7.2% |
| Admin fee / account holder | $38 | $525-92.8% | $9,243-99.6% | $479-92.1% |