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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.
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| Provider | Service type | Compensation |
|---|---|---|
INFINEX INVESTMENTS INC3 years Filed as: INFINEX INVESTMENTS Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $22,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,650 | $61,156-9.0% | $185,823-70.1% | $79,386-29.9% |
| Participation rate | 58.5% | 66.6%-8.2pp | 81.7%-23.2pp | 70.7%-12.2pp |
| Annual return | 11.76% | 19.45%-7.7pp | 122.05%-110.3pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,643 | $2,321-29.2% | $5,167-68.2% | $2,427-32.3% |
| Participant deferral / active EE | $2,112 | $2,789-24.3% | $5,568-62.1% | $4,046-47.8% |
| Admin fee / account holder | $213 | $710-70.0% | $16,237-98.7% | $626-66.0% |