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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $413,635 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP Service code 27 · EIN 20-8394397 | Advisory (Plan) | $80,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,137 | $41,409-24.8% | $94,993-67.2% | $80,976-61.5% |
| Participation rate | 19.1% | 46.1%-26.9pp | 73.9%-54.7pp | 68.3%-49.1pp |
| Annual return | 17.55% | 18.00%-0.4pp | 27.12%-9.6pp | 22.91%-5.4pp |
| Employer contribution / active EE | $370 | $698-47.0% | $2,603-85.8% | $2,402-84.6% |
| Participant deferral / active EE | $675 | $1,441-53.1% | $3,317-79.6% | $3,848-82.4% |
| Admin fee / account holder | $79 | $48+64.3% | $4,960-98.4% | $67+17.3% |