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 8-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 |
|---|---|---|
Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 26 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Advisory (Participants) | $12,286 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,250 | $86,332-70.8% | $125,175-79.8% | $65,185-61.3% |
| Participation rate | 90.7% | 75.3%+15.4pp | 79.8%+10.9pp | 70.2%+20.5pp |
| Annual return | 21.82% | 27.43%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $893 | $2,040-56.2% | $3,865-76.9% | $2,177-59.0% |
| Participant deferral / active EE | $2,535 | $3,537-28.3% | $4,937-48.6% | $3,514-27.8% |
| Admin fee / account holder | $69 | $609-88.7% | $9,702-99.3% | $847-91.9% |