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 |
|---|---|---|
Service code 53 18 PATRICIA LANE · GREENWICH, CT 06807 | Insurance Commissions | $9,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,805 | $80,717-69.3% | $154,803-84.0% | $84,808-70.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.84% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,359 | $2,761-14.6% | $4,305-45.2% | $2,631-10.3% |
| Participant deferral / active EE | $3,198 | $3,303-3.2% | $5,540-42.3% | $4,212-24.1% |
| Admin fee / account holder | $80 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |