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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,198 |
THE CENTURION GROUP, LLC4+ years Filed as: CENTURION GROUP Service code 27 · EIN 20-8374397 | Advisory (Plan) | $12,000 |
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 | $59,565 | $66,302-10.2% | $110,238-46.0% | $56,287+5.8% |
| Participation rate | 72.2% | 74.9%-2.7pp | 79.8%-7.6pp | 69.9%+2.4pp |
| Annual return | -4.88% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $835 | $2,047-59.2% | $3,826-78.2% | $2,111-60.4% |
| Participant deferral / active EE | $4,338 | $3,381+28.3% | $4,672-7.1% | $3,350+29.5% |
| Admin fee / account holder | $237 | $698-66.0% | $8,547-97.2% | $521-54.5% |