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 INC5+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 | Securities brokerage | $349,316 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $327,312 |
BKD, LLP3 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,974 | $66,051+37.7% | $92,893-2.1% | $77,787+17.0% |
| Participation rate | 63.4% | 81.0%-17.6pp | 76.0%-12.6pp | 73.2%-9.9pp |
| Annual return | 24.03% | 20.69%+3.3pp | 109.41%-85.4pp | 32.57%-8.5pp |
| Employer contribution / active EE | $2,455 | $3,426-28.3% | $3,653-32.8% | $2,504-2.0% |
| Participant deferral / active EE | $5,264 | $3,013+74.7% | $4,236+24.3% | $3,967+32.7% |
| Admin fee / account holder | $185 | $148+25.2% | $5,794-96.8% | $100+85.0% |