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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC5 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $17,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,917 | $68,914+10.2% | $136,749-44.5% | $74,304+2.2% |
| Participation rate | 72.3% | 51.3%+20.9pp | 72.1%+0.1pp | 60.3%+11.9pp |
| Annual return | 13.99% | 16.34%-2.4pp | 24.33%-10.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $875 | $1,561-44.0% | $3,400-74.3% | $2,241-61.0% |
| Participant deferral / active EE | $1,681 | $2,541-33.9% | $4,692-64.2% | $3,767-55.4% |
| Admin fee / account holder | $175 | $3,149-94.4% | $11,386-98.5% | $2,969-94.1% |