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 |
|---|---|---|
Filed as: PUBLIC FINANCIAL MANAGEMENT Service code 51 1062 BARNES ROAD SUITE 202 · WALLINGFORD, CT 064920080 | Investment Mgmt Fees | $161,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,054-100.0% | $455,388-100.0% | $42,054-100.0% |
| Participation rate | 0.0% | 28.8%-28.8pp | 80.0%-80.0pp | 28.8%-28.8pp |
| Annual return | 2.01% | 27.28%-25.3pp | 3.42%-1.4pp | 27.28%-25.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $9,295-100.0% | $3,236-100.0% |
| Participant deferral / active EE | $1,902 | $2,703-29.6% | $5,222-63.6% | $2,703-29.6% |
| Admin fee / account holder | $0 | $107-100.0% | $2,660-100.0% | $107-100.0% |