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 |
|---|---|---|
CENTAURUS FINANCIAL INC1+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 | Securities brokerage | $248,535 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $68,273 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $18,567 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,579 | $55,516+32.5% | $75,781-2.9% | $59,188+24.3% |
| Participation rate | 49.3% | 73.6%-24.3pp | 75.8%-26.5pp | 69.4%-20.1pp |
| Annual return | -0.56% | -1.89%+1.3pp | 9.68%-10.2pp | 5.51%-6.1pp |
| Employer contribution / active EE | $1,867 | $2,604-28.3% | $3,323-43.8% | $2,098-11.0% |
| Participant deferral / active EE | $3,868 | $2,599+48.8% | $3,651+5.9% | $3,265+18.5% |
| Admin fee / account holder | $127 | $110+15.7% | $5,299-97.6% | $92+38.0% |