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 INC3+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 | Securities brokerage | $317,441 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $142,883 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $7,500 |
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 | $91,450 | $221,442-58.7% | $92,233-0.8% | $77,958+17.3% |
| Participation rate | 53.9% | 79.6%-25.7pp | 76.5%-22.6pp | 71.6%-17.7pp |
| Annual return | 19.66% | 15.65%+4.0pp | 176.28%-156.6pp | 20.87%-1.2pp |
| Employer contribution / active EE | $2,037 | $3,226-36.8% | $3,679-44.6% | $2,310-11.8% |
| Participant deferral / active EE | $4,448 | $2,779+60.0% | $3,897+14.2% | $3,537+25.8% |
| Admin fee / account holder | $152 | $210-27.5% | $5,194-97.1% | $97+56.2% |