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 | $64,890+17.0% | $134,172-43.4% | $67,986+11.7% |
| Participation rate | 72.3% | 48.5%+23.7pp | 72.5%-0.2pp | 57.2%+15.1pp |
| Annual return | 13.99% | 16.12%-2.1pp | 25.30%-11.3pp | 31.67%-17.7pp |
| Employer contribution / active EE | $875 | $1,360-35.7% | $3,420-74.4% | $2,019-56.7% |
| Participant deferral / active EE | $1,681 | $2,289-26.6% | $4,690-64.2% | $3,358-50.0% |
| Admin fee / account holder | $175 | $3,140-94.4% | $12,016-98.5% | $3,203-94.5% |