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 |
|---|---|---|
CENTENNIAL SECURITIES3+ years Filed as: CENTENNIAL SECURITIES COMPANY Service code 26 | Advisory (Participants) | $56,842 |
PATHWAY BENEFIT SERVICES3+ years Filed as: PATHWAY BENEFIT SERVICES, INC. Service code 15 · EIN 38-2696931 | Recordkeeping | $5,140 |
CENTENNIAL SECURITIES3+ years Filed as: CENTENNIAL SECURITIES CO Service code 26 · EIN 38-2214928 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,460 | $71,666-21.2% | $117,854-52.1% | $69,631-18.9% |
| Participation rate | 73.3% | 77.5%-4.2pp | 79.7%-6.3pp | 70.7%+2.6pp |
| Annual return | 17.04% | 18.86%-1.8pp | 335.08%-318.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $735 | $1,889-61.1% | $3,786-80.6% | $2,032-63.8% |
| Participant deferral / active EE | $2,578 | $3,340-22.8% | $4,482-42.5% | $3,224-20.0% |
| Admin fee / account holder | $9 | $120-92.2% | $8,020-99.9% | $110-91.5% |