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 SERVICES5 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $45,762 |
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 | $183,416 | $93,571+96.0% | $135,903+35.0% | $75,163+144.0% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.1pp | 67.2%+13.7pp |
| Annual return | 19.84% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,064 | $6,404-5.3% | $7,758-21.8% | $4,125+47.0% |
| Admin fee / account holder | $10 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |