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 13 · EIN 42-0127290 | Contract Administrator | $40,190 |
CENTAURUS FINANCIAL INC2 years Filed as: CENTAURUS FINANCIAL, INC. Service code 49 · EIN 33-0530236 | Other Services | $15,823 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $4,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,704 | $91,407-54.4% | $135,903-69.3% | $71,457-41.6% |
| Participation rate | 77.9% | 75.7%+2.3pp | 81.9%-4.0pp | 67.9%+10.0pp |
| Annual return | 20.08% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,065 | $3,703-44.2% | $4,856-57.5% | $2,588-20.2% |
| Participant deferral / active EE | $6,116 | $7,092-13.8% | $7,758-21.2% | $4,289+42.6% |
| Admin fee / account holder | $307 | $1,266-75.8% | $10,762-97.1% | $1,587-80.7% |