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 | $7,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,126 | $81,248-76.5% | $155,509-87.7% | $80,856-76.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,225 | $3,100-28.2% | $4,672-52.4% | $2,755-19.2% |
| Participant deferral / active EE | $3,101 | $3,452-10.2% | $5,626-44.9% | $4,296-27.8% |
| Admin fee / account holder | $63 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |