Filed May 19, 2024
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 9-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 |
|---|---|---|
GYL FINANCIAL SYNERGIES4 years Service code 26 55 POST ROAD WEST, SUITE 300 · WESTPORT, CT 06880 | Advisory (Participants) | $18,705 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $6,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,085 | $51,045+7.9% | $70,515-21.9% | $71,457-22.9% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 19.29% | 42.63%-23.3pp | 32.77%-13.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,151 | $1,790+76.0% | $2,973+6.0% | $2,588+21.8% |
| Participant deferral / active EE | $7,375 | $3,026+143.7% | $4,567+61.5% | $4,289+72.0% |
| Admin fee / account holder | $130 | $1,994-93.5% | $6,412-98.0% | $1,587-91.8% |