Filed March 31, 2026
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) | $9,356 |
PATHWAY BENEFIT SERVICES3+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $0 |
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 | $55,764 | $64,909-14.1% | $82,313-32.3% | $62,292-10.5% |
| Participation rate | 93.0% | 74.9%+18.2pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 15.47% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,229 | $1,676-26.7% | $2,428-49.4% | $2,042-39.8% |
| Participant deferral / active EE | $3,108 | $3,103+0.1% | $3,706-16.1% | $3,169-1.9% |
| Admin fee / account holder | $84 | $440-80.9% | $5,608-98.5% | $479-82.5% |