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 |
|---|---|---|
CENTAURUS FINANCIAL INC1 year Service code 27 · EIN 33-0530236 | Advisory (Plan) | $7,439 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,979 | $44,873-42.1% | $79,464-67.3% | $56,287-53.8% |
| Participation rate | 69.0% | 68.7%+0.3pp | 73.3%-4.3pp | 69.9%-0.8pp |
| Annual return | -6.88% | 0.81%-7.7pp | 718.14%-725.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $473 | $2,140-77.9% | $2,800-83.1% | $2,111-77.6% |
| Participant deferral / active EE | $3,447 | $2,746+25.5% | $3,704-6.9% | $3,350+2.9% |
| Admin fee / account holder | $157 | $418-62.4% | $5,113-96.9% | $521-69.8% |