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 |
|---|---|---|
GARRISON PHILLIPS, LLC2+ years Service code 27 50 MAIN STREET · WHITE PLAINS, NY 10606 | Advisory (Plan) | $93,272 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $66,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,701 | $80,177+11.9% | $123,892-27.6% | $57,658+55.6% |
| Participation rate | 93.7% | 74.4%+19.2pp | 81.4%+12.3pp | 70.2%+23.4pp |
| Annual return | 8.62% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $10,233 | $2,913+251.3% | $4,617+121.6% | $1,974+418.4% |
| Participant deferral / active EE | $8,140 | $5,130+58.7% | $5,984+36.0% | $3,061+166.0% |
| Admin fee / account holder | $348 | $106+227.1% | $8,357-95.8% | $95+267.8% |