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 |
|---|---|---|
INFINEX INVESTMENTS INC1+ years Service code 55 538 PRESTON AVE · MERIDEN, CT 06450 | Other Commissions | $13,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,366 | $39,245+23.2% | $64,105-24.6% | $52,331-7.6% |
| Participation rate | 61.8% | 58.2%+3.6pp | 68.2%-6.4pp | 68.1%-6.3pp |
| Annual return | -1.33% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $631 | $736-14.3% | $1,820-65.3% | $1,882-66.5% |
| Participant deferral / active EE | $3,855 | $1,992+93.5% | $2,822+36.6% | $3,022+27.6% |
| Admin fee / account holder | $22 | $592-96.4% | $4,499-99.5% | $592-96.4% |