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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $32,075 |
Filed as: CONNECTICUT WEALTH MNGMT Service code 26 281 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,124 | $65,061-29.1% | $143,757-67.9% | $66,914-31.1% |
| Participation rate | 99.6% | 65.2%+34.4pp | 80.3%+19.3pp | 69.8%+29.8pp |
| Annual return | -11.90% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,839 | $2,361-22.1% | $4,951-62.9% | $2,544-27.7% |
| Participant deferral / active EE | $4,865 | $2,919+66.7% | $5,637-13.7% | $4,237+14.8% |
| Admin fee / account holder | $296 | $502-41.0% | $14,673-98.0% | $593-50.1% |