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 |
|---|---|---|
CENTAURUS FINANCIAL INC1 year Service code 55 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Other Commissions | $23,688 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,872 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,726 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,401 | $59,535-5.3% | $90,160-37.4% | $62,292-9.5% |
| Participation rate | 94.3% | 73.0%+21.3pp | 76.9%+17.5pp | 69.5%+24.8pp |
| Annual return | 182.21% | 23.53%+158.7pp | 34.88%+147.3pp | 28.90%+153.3pp |
| Employer contribution / active EE | $734 | $1,826-59.8% | $3,318-77.9% | $2,042-64.0% |
| Participant deferral / active EE | $3,993 | $4,639-13.9% | $5,288-24.5% | $3,169+26.0% |
| Admin fee / account holder | $104 | $337-69.2% | $5,943-98.3% | $479-78.4% |