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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $360,055 |
THE CENTURION GROUP, LLC2+ years Service code 16 · EIN 20-8394397 | Consulting | $95,278 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,640 | $43,110+33.7% | $156,549-63.2% | $65,292-11.7% |
| Participation rate | 97.8% | 69.3%+28.5pp | 84.0%+13.8pp | 72.4%+25.4pp |
| Annual return | 8.61% | 11.24%-2.6pp | 32.23%-23.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $2,851 | $1,702+67.5% | $5,501-48.2% | $2,302+23.9% |
| Participant deferral / active EE | $4,496 | $2,520+78.4% | $4,871-7.7% | $3,579+25.6% |
| Admin fee / account holder | $60 | $47+26.6% | $13,027-99.5% | $57+4.3% |