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 INC2 years Filed as: INFINEX INVESTMENTS Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $17,869 |
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 | $51,659 | $58,879-12.3% | $178,490-71.1% | $73,488-29.7% |
| Participation rate | 53.7% | 66.2%-12.5pp | 81.9%-28.2pp | 70.7%-16.9pp |
| Annual return | 18.27% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,332 | $2,236-40.5% | $5,011-73.4% | $2,270-41.3% |
| Participant deferral / active EE | $1,844 | $2,567-28.2% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $128 | $400-68.1% | $13,984-99.1% | $513-75.1% |