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 |
|---|---|---|
Filed as: CONNECTICUT WEALTH MGMT LLC Service code 27 · EIN 27-2807213 281 FARMINGTON AVE · FARMINGTON, CT 06032 | Advisory (Plan) | $47,973 |
Filed as: CAP GROUP RETIREMENT PLAN SERVICES Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,059 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,534 | $79,184+64.8% | $102,438+27.4% | $74,546+75.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.83% | 54.95%-39.1pp | 29.37%-13.5pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $3,753 | $2,362+58.9% | $3,024+24.1% | $2,624+43.0% |
| Participant deferral / active EE | $5,022 | $4,414+13.8% | $5,054-0.6% | $4,347+15.5% |
| Admin fee / account holder | $322 | $2,001-83.9% | $9,448-96.6% | $1,944-83.4% |