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, LLC7+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $6,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,636,090 | $87,125+4073.4% | $108,410+3254.0% | $86,799+4089.1% |
| Participation rate | 21.4% | 80.5%-59.1pp | 80.1%-58.7pp | 72.3%-50.9pp |
| Annual return | 25.20% | 25.21%0pp | 905.27%-880.1pp | 97.91%-72.7pp |
| Employer contribution / active EE | $16,793 | $2,477+577.9% | $3,558+371.9% | $2,405+598.2% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,131-100.0% |
| Admin fee / account holder | $57 | $130-56.2% | $7,295-99.2% | $170-66.3% |