Filed January 5, 2023
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 SECURITIES1+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $6,528 |
PATHWAY BENEFIT SERVICES1+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $3,240 |
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 | $43,158 | $70,002-38.3% | $115,037-62.5% | $52,331-17.5% |
| Participation rate | 78.2% | 72.1%+6.1pp | 81.4%-3.2pp | 68.1%+10.1pp |
| Annual return | -1.32% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $629 | $2,715-76.8% | $4,608-86.4% | $1,882-66.6% |
| Participant deferral / active EE | $3,155 | $4,920-35.9% | $6,026-47.6% | $3,022+4.4% |
| Admin fee / account holder | $90 | $566-84.2% | $8,175-98.9% | $592-84.9% |