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 | $49,582 |
CENTERA INVESTMENT ADVISORS4 years Service code 16 · EIN 36-3258176 | Consulting | $20,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,855 | $59,417-32.9% | $93,606-57.4% | $74,495-46.5% |
| Participation rate | 90.9% | 59.7%+31.2pp | 68.7%+22.2pp | 67.2%+23.7pp |
| Annual return | 30.04% | 81.83%-51.8pp | 133.20%-103.2pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $663 | $1,264-47.5% | $2,420-72.6% | $2,623-74.7% |
| Participant deferral / active EE | $4,237 | $3,050+38.9% | $4,411-3.9% | $4,346-2.5% |
| Admin fee / account holder | $94 | $3,021-96.9% | $8,285-98.9% | $1,942-95.2% |