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 |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC2+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $33,621 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $629,657 | $51,244+1128.7% | $80,975+677.6% | $55,167+1041.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 33.70% | 17.39%+16.3pp | 17.10%+16.6pp | 169.23%-135.5pp |
| Employer contribution / active EE | $17,384 | $1,770+882.0% | $3,714+368.0% | $1,963+785.8% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $144 | $398-63.7% | $5,516-97.4% | $504-71.4% |