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 | $44,391 |
Filed as: CONNECTICUT WEALTH MNGMT Service code 26 281 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,769 | $50,815+27.5% | $155,509-58.4% | $77,643-16.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.23% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,148 | $1,993+7.8% | $4,672-54.0% | $2,726-21.2% |
| Participant deferral / active EE | $5,827 | $2,822+106.5% | $5,626+3.6% | $4,647+25.4% |
| Admin fee / account holder | $308 | $437-29.4% | $15,912-98.1% | $430-28.3% |