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 Filed as: SYMMETRY PARTNERS Service code 33 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities brokerage | $28,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,561 | $71,883+181.8% | $86,677+133.7% | $68,494+195.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.46% | 3.52%-6.0pp | 35.91%-38.4pp | -7.84%+5.4pp |
| Employer contribution / active EE | $9,953 | $2,173+358.1% | $2,836+250.9% | $2,596+283.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $216 | $6,112-96.5% | $7,493-97.1% | $5,403-96.0% |