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 37 · EIN 04-2647786 | Loan Processing | $14,976 |
THE CENTURIAN GROUP1 year Service code 27 · EIN 20-8394397 | Advisory (Plan) | $13,940 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,435 | $58,083-26.9% | $80,019-47.0% | $56,287-24.6% |
| Participation rate | 94.1% | 73.6%+20.5pp | 75.8%+18.2pp | 69.9%+24.2pp |
| Annual return | -8.32% | 34.61%-42.9pp | 11.22%-19.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $3,050 | $1,932+57.8% | $2,468+23.6% | $2,111+44.5% |
| Participant deferral / active EE | $3,609 | $3,135+15.1% | $3,686-2.1% | $3,350+7.7% |
| Admin fee / account holder | $167 | $623-73.2% | $6,521-97.4% | $521-67.9% |