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 | $53,793 |
CENTAURUS FINANCIAL INC3 years Filed as: CENTAURUS FINANCIAL, INC. Service code 49 · EIN 33-0530236 | Other Services | $21,622 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $5,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,718 | $101,317-49.0% | $146,958-64.8% | $74,495-30.6% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.7pp | 67.2%+4.2pp |
| Annual return | 12.84% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,394 | $3,810-37.2% | $4,933-51.5% | $2,623-8.7% |
| Participant deferral / active EE | $6,899 | $7,303-5.5% | $8,070-14.5% | $4,346+58.8% |
| Admin fee / account holder | $389 | $1,739-77.6% | $12,998-97.0% | $1,942-80.0% |