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, LLC6+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $6,971 |
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 | $889,387 | $78,781+1028.9% | $100,516+784.8% | $73,409+1111.5% |
| Participation rate | 99.4% | 80.0%+19.4pp | 79.4%+20.0pp | 72.2%+27.2pp |
| Annual return | 23.22% | 31.69%-8.5pp | 30.89%-7.7pp | 59.29%-36.1pp |
| Employer contribution / active EE | $17,330 | $2,420+616.2% | $3,418+407.1% | $2,234+675.9% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $6,270-100.0% | $3,805-100.0% |
| Admin fee / account holder | $19 | $145-86.7% | $8,081-99.8% | $158-87.8% |