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 SERVICES3 years Service code 99 · EIN 34-1959781 | Other Fees | $0 |
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 | $33,227 | $73,102-54.5% | $123,544-73.1% | $56,287-41.0% |
| Participation rate | 73.0% | 74.3%-1.4pp | 82.3%-9.3pp | 69.9%+3.1pp |
| Annual return | -6.24% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,089 | $2,977-63.4% | $4,628-76.5% | $2,111-48.4% |
| Participant deferral / active EE | $2,812 | $5,423-48.1% | $6,426-56.2% | $3,350-16.1% |
| Admin fee / account holder | $30 | $554-94.6% | $9,284-99.7% | $521-94.3% |