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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $26,398 |
BENEFIT PROFESSIONALS, INC.2+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 63-0913824 | Pension Consulting | $17,890 |
CENTAURUS FINANCIAL INC2+ years Filed as: CENTAURUS FINANCIAL INC. Service code 17 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Pension Consulting | $10,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,508 | $36,916-58.0% | $156,549-90.1% | $57,658-73.1% |
| Participation rate | 49.9% | 63.4%-13.6pp | 84.0%-34.1pp | 70.2%-20.3pp |
| Annual return | 4.25% | 12.38%-8.1pp | 32.23%-28.0pp | 5.13%-0.9pp |
| Employer contribution / active EE | $241 | $1,571-84.6% | $5,501-95.6% | $1,974-87.8% |
| Participant deferral / active EE | $338 | $1,926-82.4% | $4,871-93.1% | $3,061-89.0% |
| Admin fee / account holder | $39 | $82-52.5% | $13,027-99.7% | $95-58.6% |