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 9-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 CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP Service code 27 · EIN 20-8394397 610 W. GERMANTOWN PIKE · PLYMOUTH MEET, PA 194621062 | Advisory (Plan) | $7,031 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,629 |
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 | $57,990 | $43,327+33.8% | $59,878-3.2% | $64,186-9.7% |
| Participation rate | 96.7% | 69.2%+27.6pp | 74.7%+22.0pp | 69.6%+27.2pp |
| Annual return | 6.88% | -1.55%+8.4pp | 3.46%+3.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,457 | $2,028-28.1% | $2,722-46.4% | $2,381-38.8% |
| Participant deferral / active EE | $4,730 | $2,546+85.8% | $3,402+39.0% | $3,470+36.3% |
| Admin fee / account holder | $66 | $3,005-97.8% | $3,590-98.2% | $4,888-98.7% |