Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC3 years Filed as: SYMMETRY PARTNERS Service code 33 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities brokerage | $28,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,401 | $86,949+112.1% | $102,460+80.0% | $80,959+127.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.95% | 18.89%-6.9pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $10,653 | $2,370+349.5% | $3,025+252.1% | $2,757+286.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $187 | $8,048-97.7% | $9,460-98.0% | $6,925-97.3% |