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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYMPHONY FINANCIAL SERVICES6 years Service code 99 · EIN 34-1959781 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,627 | $104,475-44.8% | $159,436-63.9% | $79,386-27.4% |
| Participation rate | 74.0% | 76.6%-2.6pp | 82.8%-8.8pp | 70.7%+3.3pp |
| Annual return | 9.42% | 67.95%-58.5pp | 263.57%-254.1pp | 116.85%-107.4pp |
| Employer contribution / active EE | $1,250 | $3,417-63.4% | $4,829-74.1% | $2,427-48.5% |
| Participant deferral / active EE | $3,354 | $6,467-48.1% | $7,352-54.4% | $4,046-17.1% |
| Admin fee / account holder | $29 | $711-95.9% | $10,799-99.7% | $626-95.3% |