Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 26 · EIN 81-2780637 935 MAINT ST · MANCHESTER, CT 06040 | Advisory (Participants) | $8,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,853 | $63,471-56.1% | $68,808-59.5% | $66,938-58.4% |
| Participation rate | 73.7% | 60.0%+13.7pp | 69.0%+4.7pp | 69.8%+3.9pp |
| Annual return | -17.13% | -8.29%-8.8pp | -6.37%-10.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,412 | $1,776-20.5% | $2,656-46.8% | $2,545-44.5% |
| Participant deferral / active EE | $4,298 | $2,946+45.9% | $3,942+9.0% | $4,238+1.4% |
| Admin fee / account holder | $289 | $578-50.0% | $4,936-94.1% | $594-51.3% |