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, LLC8+ years Filed as: PATHWAY FINANCIAL ADVISORS Service code 27 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Advisory (Plan) | $41,749 |
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 | $904,882 | $64,612+1300.5% | $86,436+946.9% | $64,808+1296.3% |
| Participation rate | 99.5% | 81.5%+18.1pp | 80.3%+19.2pp | 71.5%+28.1pp |
| Annual return | 6.28% | 0.66%+5.6pp | 4394.89%-4388.6pp | 32.82%-26.5pp |
| Employer contribution / active EE | $17,548 | $2,744+539.4% | $3,769+365.6% | $2,506+600.3% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,310-100.0% |
| Admin fee / account holder | $9 | $169-94.4% | $6,731-99.9% | $188-95.0% |