See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,762 |
CENTERA INVESTMENT ADVISORS3 years Service code 16 · EIN 36-3258176 | Consulting | $14,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $53,165-39.9% | $86,188-62.9% | $74,419-57.1% |
| Participation rate | 92.1% | 64.9%+27.2pp | 69.0%+23.1pp | 70.7%+21.3pp |
| Annual return | 22.86% | 22.64%+0.2pp | 1168.45%-1145.6pp | 34.38%-11.5pp |
| Employer contribution / active EE | $549 | $1,210-54.6% | $2,380-76.9% | $2,637-79.2% |
| Participant deferral / active EE | $3,137 | $3,234-3.0% | $3,985-21.3% | $4,528-30.7% |
| Admin fee / account holder | $9 | $551-98.3% | $6,852-99.9% | $348-97.4% |