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 SECURITIES4 years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $16,318 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,634 | $54,573+5.6% | $90,951-36.6% | $73,488-21.6% |
| Participation rate | 94.6% | 61.2%+33.4pp | 69.0%+25.5pp | 70.7%+23.9pp |
| Annual return | 15.90% | 16.69%-0.8pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,844 | $991+86.0% | $2,122-13.1% | $2,270-18.8% |
| Participant deferral / active EE | $3,759 | $2,517+49.4% | $3,373+11.5% | $3,740+0.5% |
| Admin fee / account holder | $106 | $521-79.7% | $5,959-98.2% | $513-79.3% |