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 INC3+ years Service code 15 · EIN 33-0530236 | Recordkeeping | $59,090 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55,363 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $35,548 | $155,795-77.2% | $136,294-73.9% | $69,631-48.9% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 70.7%+16.5pp |
| Annual return | 23.18% | 232464.33%-232441.2pp | 5155.94%-5132.8pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $2,957 | $2,991-1.1% | $4,695-37.0% | $2,032+45.5% |
| Participant deferral / active EE | $4,064 | $5,394-24.7% | $6,247-34.9% | $3,224+26.1% |
| Admin fee / account holder | $284 | $128+121.5% | $9,243-96.9% | $110+157.2% |