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 INC4 years Filed as: INFINEX INVESTMENTS Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $19,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,664 | $65,061-29.8% | $143,757-68.2% | $66,914-31.8% |
| Participation rate | 57.4% | 65.2%-7.8pp | 80.3%-22.9pp | 69.8%-12.4pp |
| Annual return | -15.77% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,413 | $2,361-40.2% | $4,951-71.5% | $2,544-44.5% |
| Participant deferral / active EE | $2,338 | $2,919-19.9% | $5,637-58.5% | $4,237-44.8% |
| Admin fee / account holder | $201 | $502-60.0% | $14,673-98.6% | $593-66.2% |