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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,747 |
CENTERA INVESTMENT ADVISORS2 years Service code 16 · EIN 36-3258176 | Consulting | $12,866 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,174 | $49,451-32.9% | $79,550-58.3% | $66,914-50.4% |
| Participation rate | 90.0% | 61.3%+28.7pp | 69.5%+20.5pp | 69.8%+20.2pp |
| Annual return | -20.28% | 84.25%-104.5pp | 0.16%-20.4pp | 1.58%-21.9pp |
| Employer contribution / active EE | $570 | $1,266-54.9% | $2,413-76.4% | $2,544-77.6% |
| Participant deferral / active EE | $3,280 | $3,159+3.8% | $3,985-17.7% | $4,237-22.6% |
| Admin fee / account holder | $10 | $595-98.3% | $6,832-99.8% | $593-98.3% |