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.3+ years Filed as: WELLS FARGO BANK,.N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $59,791 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $25,000 |
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 | $95,282 | $81,537+16.9% | $149,718-36.4% | $69,631+36.8% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 22.28% | 22.79%-0.5pp | 1501.63%-1479.3pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,477 | $3,239+7.3% | $5,445-36.2% | $2,032+71.1% |
| Participant deferral / active EE | $6,963 | $4,994+39.4% | $6,569+6.0% | $3,224+116.0% |
| Admin fee / account holder | $262 | $107+144.8% | $11,283-97.7% | $110+136.9% |