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 SERVICES7 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $44,856 |
ESSEX FINANCIAL SERVICES1 year Filed as: ESSEX FINANCIAL SERVICES INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426 | Advisory (Plan) | $9,795 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,589 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DR. · FARMINGTON, CT 06032 | Contract Administrator | $3,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,230 | $109,881+236.9% | $150,045+146.7% | $84,808+336.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 136.22% | 28.25%+108.0pp | 62.55%+73.7pp | 40.90%+95.3pp |
| Employer contribution / active EE | $2,969 | $3,561-16.6% | $4,693-36.7% | $2,631+12.9% |
| Participant deferral / active EE | $6,780 | $6,636+2.2% | $7,997-15.2% | $4,212+61.0% |
| Admin fee / account holder | $309 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |