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, LLC1 year Filed as: SYMMETRY PARTNERS Service code 33 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities brokerage | $28,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,561 | $71,873+181.8% | $86,698+133.6% | $68,490+195.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.46% | 3.54%-6.0pp | 35.96%-38.4pp | -7.85%+5.4pp |
| Employer contribution / active EE | $9,953 | $2,173+357.9% | $2,837+250.8% | $2,597+283.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $216 | $6,110-96.5% | $7,492-97.1% | $5,403-96.0% |