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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,103 |
CENTAURUS FINANCIAL INC1 year Filed as: CENTAURUS FINANCIAL Service code 27 2300 EAST KATELLA DR · ANAHEIM, CA 92806 | Advisory (Plan) | $13,628 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,321 | $82,664-46.4% | $125,339-64.6% | $68,494-35.3% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+25.9pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,976 | $3,381+76.8% | $4,814+24.2% | $2,596+130.2% |
| Participant deferral / active EE | $7,750 | $6,110+26.8% | $7,446+4.1% | $4,027+92.5% |
| Admin fee / account holder | $200 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |