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+ years Filed as: CENTAURUS FINANCIAL, INC. Service code 27 270 BRIDGE ST, SUITE 203 · DEDHAM, MA 02026 | Advisory (Plan) | $17,195 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,625 | $37,117-28.3% | $147,614-82.0% | $55,191-51.8% |
| Participation rate | 42.0% | 63.6%-21.6pp | 84.6%-42.6pp | 69.2%-27.1pp |
| Annual return | 2.03% | 3.44%-1.4pp | 61.98%-59.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $232 | $1,620-85.7% | $5,564-95.8% | $1,899-87.8% |
| Participant deferral / active EE | $983 | $1,985-50.5% | $4,895-79.9% | $3,046-67.7% |
| Admin fee / account holder | $42 | $86-50.6% | $11,611-99.6% | $91-53.5% |