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 53 18 PATRICIA LANE · GREENWICH, CT 06807 | Insurance Commissions | $7,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,644 | $77,899-76.1% | $149,673-87.5% | $75,163-75.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.40% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,483 | $3,137-52.7% | $4,818-69.2% | $2,670-44.5% |
| Participant deferral / active EE | $2,912 | $3,411-14.6% | $5,680-48.7% | $4,125-29.4% |
| Admin fee / account holder | $67 | $5,956-98.9% | $13,210-99.5% | $5,651-98.8% |