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 |
|---|---|---|
CENTENNIAL SECURITIES3 years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $15,377 |
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 | $51,595 | $49,138+5.0% | $84,015-38.6% | $65,185-20.8% |
| Participation rate | 97.8% | 60.7%+37.1pp | 69.0%+28.8pp | 70.2%+27.6pp |
| Annual return | 22.71% | 23.00%-0.3pp | 71.31%-48.6pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,752 | $914+91.7% | $1,983-11.7% | $2,177-19.5% |
| Participant deferral / active EE | $3,778 | $2,397+57.6% | $3,239+16.7% | $3,514+7.5% |
| Admin fee / account holder | $104 | $543-80.9% | $6,101-98.3% | $847-87.7% |