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 3-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 |
|---|---|---|
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 27 538 PRESTON AVENUE · MERIDEN, CT 064504858 | Advisory (Plan) | $12,964 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO IN Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $7,197 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,216 | $58,726-36.6% | $92,233-59.7% | $62,292-40.3% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.5%-2.1pp | 69.5%+4.8pp |
| Annual return | 15.89% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,156 | $2,392-51.7% | $3,679-68.6% | $2,042-43.4% |
| Participant deferral / active EE | $2,610 | $2,766-5.6% | $3,897-33.0% | $3,169-17.7% |
| Admin fee / account holder | $147 | $556-73.5% | $5,194-97.2% | $479-69.3% |