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 INC4+ years Service code 55 538 PRESTON AVE · MERIDEN, CT 06450 | Other Commissions | $19,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,919 |
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 | $47,242 | $42,548+11.0% | $74,550-36.6% | $56,287-16.1% |
| Participation rate | 68.8% | 60.5%+8.3pp | 69.1%-0.4pp | 69.9%-1.1pp |
| Annual return | -5.57% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $971 | $855+13.6% | $1,961-50.5% | $2,111-54.0% |
| Participant deferral / active EE | $3,414 | $2,277+49.9% | $3,108+9.9% | $3,350+1.9% |
| Admin fee / account holder | $25 | $467-94.7% | $5,060-99.5% | $521-95.2% |