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 SERVICES8 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 | $66,930 | $91,407-26.8% | $135,903-50.8% | $71,457-6.3% |
| Participation rate | 72.2% | 75.7%-3.5pp | 81.9%-9.7pp | 67.9%+4.3pp |
| Annual return | 16.20% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,283 | $3,703-65.4% | $4,856-73.6% | $2,588-50.4% |
| Participant deferral / active EE | $3,705 | $7,092-47.8% | $7,758-52.2% | $4,289-13.6% |
| Admin fee / account holder | $46 | $1,266-96.3% | $10,762-99.6% | $1,587-97.1% |