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 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $24,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,937 | $95,542+4.6% | $69,455+43.9% | $67,579+47.9% |
| Participation rate | 99.2% | 79.4%+19.8pp | 74.6%+24.6pp | 71.3%+27.9pp |
| Annual return | 17.79% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,771 | $2,989+26.2% | $2,779+35.7% | $2,148+75.6% |
| Participant deferral / active EE | $4,312 | $3,263+32.2% | $3,535+22.0% | $3,539+21.8% |
| Admin fee / account holder | $45 | $90-50.1% | $3,839-98.8% | $142-68.5% |