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 SYNERGIES5 years Service code 27 75 ISHAM RD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $35,241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,119 |
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $11,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,017 | $54,517+19.3% | $75,972-14.4% | $74,495-12.7% |
| Participation rate | 98.8% | 60.3%+38.5pp | 69.1%+29.8pp | 67.2%+31.6pp |
| Annual return | 21.00% | 31.82%-10.8pp | 359.55%-338.5pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $4,426 | $1,777+149.0% | $2,685+64.8% | $2,623+68.7% |
| Participant deferral / active EE | $7,675 | $3,066+150.4% | $4,255+80.4% | $4,346+76.6% |
| Admin fee / account holder | $282 | $2,229-87.4% | $6,467-95.6% | $1,942-85.5% |