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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: CLEARPOINT FINANCIAL Service code 27 215 COMMERCIAL STREET · PORTLAND, ME 04101 | Advisory (Plan) | $24,629 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $23,124 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $7,183 |
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).
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 | $115,694 | $85,766+34.9% | $136,294-15.1% | $70,131+65.0% |
| Participation rate | 90.2% | 74.2%+16.0pp | 81.9%+8.2pp | 69.5%+20.6pp |
| Annual return | 17.72% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,560 | $2,966-47.4% | $4,695-66.8% | $2,342-33.4% |
| Participant deferral / active EE | $5,394 | $5,051+6.8% | $6,247-13.7% | $3,332+61.9% |
| Admin fee / account holder | $610 | $5,420-88.7% | $9,243-93.4% | $4,645-86.9% |