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 8-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+ years Filed as: CENTAURUS FINANCIAL, INC Service code 28 · EIN 33-0530236 | Investment Management | $13,505 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 19 · EIN 95-2834236 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,761 | $31,424-5.3% | $81,478-63.5% | $69,631-57.3% |
| Participation rate | 38.5% | 50.8%-12.4pp | 68.0%-29.5pp | 70.7%-32.2pp |
| Annual return | -17.07% | 22.44%-39.5pp | 38.78%-55.9pp | 27571.02%-27588.1pp |
| Employer contribution / active EE | $1,710 | $1,029+66.2% | $2,568-33.4% | $2,032-15.8% |
| Participant deferral / active EE | $921 | $1,838-49.9% | $3,537-74.0% | $3,224-71.4% |
| Admin fee / account holder | $38 | $103-62.7% | $4,561-99.2% | $110-65.4% |