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, LLC2 years Filed as: THE CENTURION GROUP Service code 27 · EIN 20-8394397 610 W. GERMANTOWN PIKE · PLYMOUTH MEET, PA 194621062 | Advisory (Plan) | $8,457 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,771 |
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 | $60,965 | $45,073+35.3% | $69,455-12.2% | $72,985-16.5% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+21.9pp | 69.5%+27.1pp |
| Annual return | 5.03% | 22.65%-17.6pp | 28.97%-23.9pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,211 | $2,054-41.0% | $2,779-56.4% | $2,440-50.4% |
| Participant deferral / active EE | $4,722 | $2,602+81.5% | $3,535+33.6% | $3,607+30.9% |
| Admin fee / account holder | $79 | $3,056-97.4% | $3,839-97.9% | $5,124-98.5% |