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 | $14,892 |
THE CENTURIAN GROUP2 years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $10,785 |
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 | $51,289 | $66,310-22.7% | $93,606-45.2% | $65,185-21.3% |
| Participation rate | 94.5% | 74.0%+20.5pp | 75.8%+18.6pp | 70.2%+24.3pp |
| Annual return | 19.34% | 42.58%-23.2pp | 32.76%-13.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,740 | $2,012+36.2% | $2,718+0.8% | $2,177+25.9% |
| Participant deferral / active EE | $3,910 | $3,342+17.0% | $4,069-3.9% | $3,514+11.3% |
| Admin fee / account holder | $159 | $6,897-97.7% | $7,888-98.0% | $847-81.2% |