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 SERVICES6 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $50,497 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DR. · FARMINGTON, CT 06032 | Contract Administrator | $1,305 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,339 | $102,317+105.6% | $146,958+43.1% | $80,856+160.1% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.2%-0.5pp | 67.6%+14.1pp |
| Annual return | 16.24% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $139 | $3,713-96.2% | $4,933-97.2% | $2,755-94.9% |
| Participant deferral / active EE | $7,833 | $6,644+17.9% | $8,070-2.9% | $4,296+82.4% |
| Admin fee / account holder | $25 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |