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 |
|---|---|---|
SYMMETRY PARTNERS, LLC1 year Service code 19 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities Custodian | $26,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,893 | $60,545+46.8% | $92,233-3.6% | $69,631+27.7% |
| Participation rate | 99.7% | 72.2%+27.5pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 20.76% | 19.71%+1.1pp | 176.28%-155.5pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $4,471 | $2,633+69.8% | $3,679+21.5% | $2,032+120.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $63 | $145-56.7% | $5,194-98.8% | $110-43.3% |