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 SERVICES7 years Service code 99 · EIN 34-1959781 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,518 | $84,487-44.9% | $125,339-62.9% | $66,914-30.5% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -14.82% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,251 | $3,553-64.8% | $4,814-74.0% | $2,544-50.8% |
| Participant deferral / active EE | $3,452 | $6,781-49.1% | $7,446-53.6% | $4,237-18.5% |
| Admin fee / account holder | $39 | $685-94.3% | $10,010-99.6% | $593-93.4% |