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 | $39,897 |
Filed as: CONNECTICUT WEALTH MNGMT Service code 26 281 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,126-100.0% | $149,673-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.8%-78.8pp | 70.7%-70.7pp |
| Annual return | 21.03% | 22.75%-1.7pp | 134.42%-113.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,074 | $1,905+8.9% | $4,818-56.9% | $2,637-21.4% |
| Participant deferral / active EE | $5,632 | $2,728+106.5% | $5,680-0.8% | $4,528+24.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |