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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $29,182 |
BENEFIT PROFESSIONALS, INC.3+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 63-0913824 | Pension Consulting | $17,159 |
CENTAURUS FINANCIAL INC3+ years Filed as: CENTAURUS FINANCIAL INC. Service code 17 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Pension Consulting | $13,812 |
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.
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 | $17,593 | $46,173-61.9% | $170,442-89.7% | $69,631-74.7% |
| Participation rate | 50.6% | 63.9%-13.3pp | 83.6%-33.0pp | 70.7%-20.1pp |
| Annual return | 14.30% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $294 | $1,610-81.7% | $5,433-94.6% | $2,032-85.5% |
| Participant deferral / active EE | $399 | $2,080-80.8% | $4,939-91.9% | $3,224-87.6% |
| Admin fee / account holder | $31 | $116-73.1% | $13,880-99.8% | $110-71.8% |