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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 13 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Contract Administrator | $14,309 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,242 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,955 | $86,655-70.0% | $119,609-78.3% | $66,914-61.2% |
| Participation rate | 96.9% | 75.6%+21.3pp | 79.3%+17.6pp | 69.8%+27.1pp |
| Annual return | -16.74% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,274 | $2,536-49.8% | $4,232-69.9% | $2,544-49.9% |
| Participant deferral / active EE | $3,174 | $4,358-27.2% | $5,602-43.4% | $4,237-25.1% |
| Admin fee / account holder | $85 | $755-88.7% | $10,323-99.2% | $593-85.6% |