See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC4 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $17,459 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,152 | $88,083-57.8% | $164,813-77.5% | $74,495-50.1% |
| Participation rate | 95.2% | 73.0%+22.2pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 11.96% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,807 | $2,593-30.3% | $4,341-58.4% | $2,623-31.1% |
| Participant deferral / active EE | $3,970 | $4,498-11.7% | $6,031-34.2% | $4,346-8.6% |
| Admin fee / account holder | $120 | $2,234-94.6% | $12,690-99.1% | $1,942-93.8% |