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 |
|---|---|---|
INFINEX INVESTMENTS INC1+ years Service code 55 538 PRESTON AVE · MERIDEN, CT 06450 | Other Commissions | $14,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,889 | $70,667-47.8% | $123,104-70.0% | $52,331-29.5% |
| Participation rate | 95.2% | 83.7%+11.5pp | 86.8%+8.4pp | 68.1%+27.1pp |
| Annual return | 2.71% | 6.23%-3.5pp | 13.22%-10.5pp | 4.54%-1.8pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,498 | $4,493-22.1% | $6,230-43.8% | $3,022+15.7% |
| Admin fee / account holder | $7 | $506-98.6% | $9,015-99.9% | $592-98.8% |