See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WALSTON & IGNAGNI P.C.1 year Service code 10 1695 ELLINGTON ROAD,SUITE 202 · SOUTH WINDSOR, CT 06074 | Accounting | $6,128 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,702 | $59,186-16.0% | $76,768-35.3% | $56,287-11.7% |
| Participation rate | 76.1% | 75.2%+0.9pp | 77.0%-0.8pp | 69.9%+6.3pp |
| Annual return | 3.79% | 6.62%-2.8pp | 2.43%+1.4pp | -9.96%+13.7pp |
| Employer contribution / active EE | $861 | $1,759-51.0% | $2,485-65.3% | $2,111-59.2% |
| Participant deferral / active EE | $2,627 | $3,255-19.3% | $3,852-31.8% | $3,350-21.6% |
| Admin fee / account holder | $55 | $489-88.8% | $6,675-99.2% | $521-89.5% |