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 SERVICES5 years Service code 99 · EIN 34-1959781 | 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 | $46,269 | $99,957-53.7% | $149,696-69.1% | $73,488-37.0% |
| Participation rate | 77.0% | 75.7%+1.3pp | 82.5%-5.4pp | 70.7%+6.4pp |
| Annual return | 12.34% | 53.87%-41.5pp | 276.60%-264.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,232 | $3,191-61.4% | $4,644-73.5% | $2,270-45.7% |
| Participant deferral / active EE | $3,246 | $6,073-46.5% | $6,842-52.6% | $3,740-13.2% |
| Admin fee / account holder | $42 | $551-92.4% | $9,309-99.5% | $513-91.8% |