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 |
|---|---|---|
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $17,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,311 | $52,953-18.2% | $172,739-74.9% | $65,185-33.6% |
| Participation rate | 57.3% | 66.2%-8.9pp | 82.6%-25.4pp | 70.2%-12.9pp |
| Annual return | 17.98% | 30.12%-12.1pp | 802.84%-784.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,114 | $2,190-49.1% | $5,143-78.3% | $2,177-48.8% |
| Participant deferral / active EE | $1,614 | $2,471-34.7% | $5,198-69.0% | $3,514-54.1% |
| Admin fee / account holder | $168 | $472-64.4% | $13,954-98.8% | $847-80.2% |