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 SECURITIES8+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $17,836 |
PATHWAY BENEFIT SERVICES8+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $5,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,692 | $84,487-15.1% | $125,339-42.8% | $66,914+7.1% |
| Participation rate | 91.5% | 76.4%+15.0pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -17.39% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,185 | $3,553-38.5% | $4,814-54.6% | $2,544-14.1% |
| Participant deferral / active EE | $6,558 | $6,781-3.3% | $7,446-11.9% | $4,237+54.8% |
| Admin fee / account holder | $116 | $685-83.1% | $10,010-98.8% | $593-80.5% |