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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC4 years Service code 26 · EIN 81-2780637 935 MAIN STREET · MANCHESTER, CT 06040 | Advisory (Participants) | $9,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,443 | $60,323+0.2% | $81,812-26.1% | $74,495-18.9% |
| Participation rate | 89.6% | 62.9%+26.7pp | 72.3%+17.3pp | 67.2%+22.4pp |
| Annual return | 15.89% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,344 | $2,620-48.7% | $2,912-53.8% | $2,623-48.8% |
| Participant deferral / active EE | $3,939 | $3,387+16.3% | $4,319-8.8% | $4,346-9.4% |
| Admin fee / account holder | $158 | $1,486-89.4% | $7,386-97.9% | $1,942-91.9% |