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 SECURITIES5+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $11,519 |
PATHWAY BENEFIT SERVICES5+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $4,775 |
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 | $71,117 | $89,652-20.7% | $141,162-49.6% | $65,185+9.1% |
| Participation rate | 91.3% | 74.7%+16.6pp | 82.5%+8.8pp | 70.2%+21.1pp |
| Annual return | 25.85% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $1,794 | $3,065-41.5% | $4,735-62.1% | $2,177-17.6% |
| Participant deferral / active EE | $4,791 | $5,691-15.8% | $6,709-28.6% | $3,514+36.3% |
| Admin fee / account holder | $114 | $569-79.9% | $10,261-98.9% | $847-86.5% |