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 |
|---|---|---|
ESSEX FINANCIAL SERVICES1 year Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $37,951 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,996 | $89,652+64.0% | $141,162+4.1% | $65,185+125.5% |
| Participation rate | 72.8% | 74.7%-1.9pp | 82.5%-9.7pp | 70.2%+2.6pp |
| Annual return | 26.04% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,481 | $5,691+31.5% | $6,709+11.5% | $3,514+112.9% |
| Admin fee / account holder | $2 | $569-99.6% | $10,261-100.0% | $847-99.7% |