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 SECURITIES7+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $17,220 |
PATHWAY BENEFIT SERVICES7+ years Filed as: PATHWAY BENEFIT SERVICES, INC. Service code 15 · EIN 38-2696931 | Recordkeeping | $2,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,869 | $59,263-2.4% | $96,562-40.1% | $79,386-27.1% |
| Participation rate | 75.9% | 61.9%+14.0pp | 69.8%+6.1pp | 70.7%+5.2pp |
| Annual return | 13.85% | 27.07%-13.2pp | 37.78%-23.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $946 | $1,216-22.2% | $2,356-59.9% | $2,427-61.0% |
| Participant deferral / active EE | $1,987 | $2,948-32.6% | $3,849-48.4% | $4,046-50.9% |
| Admin fee / account holder | $146 | $658-77.8% | $6,181-97.6% | $626-76.7% |