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 7-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 |
|---|---|---|
THE CENTURION GROUP, LLC1+ years Service code 16 · EIN 20-8394397 | Consulting | $105,388 |
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $54,991 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,136 | $89,652+190.2% | $141,162+84.3% | $65,185+299.1% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.5pp | 70.2%+23.7pp |
| Annual return | 21.03% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $5,912 | $3,065+92.9% | $4,735+24.9% | $2,177+171.6% |
| Participant deferral / active EE | $17,215 | $5,691+202.5% | $6,709+156.6% | $3,514+389.9% |
| Admin fee / account holder | $363 | $569-36.2% | $10,261-96.5% | $847-57.2% |