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, LLC5+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $25,897 |
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 | $892,645 | $69,231+1189.4% | $91,989+870.4% | $67,579+1220.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 31.02% | 32.03%-1.0pp | 69.02%-38.0pp | 378.56%-347.5pp |
| Employer contribution / active EE | $17,448 | $2,284+663.9% | $3,452+405.5% | $2,148+712.4% |
| Participant deferral / active EE | $0 | $5,854-100.0% | $5,923-100.0% | $3,539-100.0% |
| Admin fee / account holder | $79 | $107-26.0% | $7,743-99.0% | $142-44.2% |