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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $89,151 |
CENTENNIAL SECURITIES10+ years Filed as: CENTENNIAL SECURITIES CO Service code 16 · EIN 38-2214928 | Consulting | $67,295 |
ERP SOUTHWEST LLC1 year Service code 13 · EIN 92-1711496 | Contract Administrator | $26,735 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,675 | $89,465-22.1% | $164,866-57.7% | $77,671-10.3% |
| Participation rate | 72.2% | 78.6%-6.4pp | 78.6%-6.4pp | 70.6%+1.7pp |
| Annual return | 21.56% | 28.81%-7.2pp | 69.97%-48.4pp | 31.21%-9.7pp |
| Employer contribution / active EE | $1,419 | $2,568-44.7% | $4,343-67.3% | $2,726-47.9% |
| Participant deferral / active EE | $3,963 | $4,897-19.1% | $6,033-34.3% | $4,648-14.7% |
| Admin fee / account holder | $246 | $340-27.6% | $12,689-98.1% | $430-42.9% |