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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,713 |
Service code 49 | Other Services | $10,961 |
Filed as: CENTRIC WEALTH MANAGEMENT LLC Service code 26 · EIN 20-5122562 333 W WACKER DR · CHICAGO, IL 606061284 | Advisory (Participants) | $9,843 |
Filed as: CENTRIC WEALTH MANAGEMENT Service code 99 · EIN 20-5122562 | Other Fees | $0 |
Service code 49 · EIN 36-4430093 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,313 | $69,763-78.0% | $67,502-77.3% | $74,495-79.4% |
| Participation rate | 81.0% | 71.4%+9.6pp | 72.9%+8.1pp | 67.2%+13.8pp |
| Annual return | 188.45% | -40.34%+228.8pp | 3512.12%-3323.7pp | 1364.94%-1176.5pp |
| Employer contribution / active EE | $1,657 | $2,704-38.7% | $2,731-39.3% | $2,623-36.8% |
| Participant deferral / active EE | $2,451 | $3,636-32.6% | $4,000-38.7% | $4,346-43.6% |
| Admin fee / account holder | $69 | $896-92.3% | $3,998-98.3% | $1,942-96.5% |