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 |
|---|---|---|
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP Service code 27 · EIN 20-8394397 | Advisory (Plan) | $29,792 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN & GUTTENPLAN, P.C. Service code 10 · EIN 22-2612018 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,522 | $89,355+117.7% | $141,162+37.8% | $72,985+166.5% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 22.51% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,066 | $3,114+30.6% | $4,735-14.1% | $2,440+66.7% |
| Participant deferral / active EE | $9,285 | $5,418+71.4% | $6,709+38.4% | $3,607+157.4% |
| Admin fee / account holder | $353 | $5,958-94.1% | $10,261-96.6% | $5,124-93.1% |