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 SERVICES4 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $47,562 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,522 | $82,664+93.0% | $125,339+27.3% | $68,494+132.9% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,664 | $6,110+74.5% | $7,446+43.2% | $4,027+164.8% |
| Admin fee / account holder | $1 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |