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 |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $146,896 |
GARRISON PHILLIPS, LLC6+ years Service code 27 50 MAIN STREET · WHITE PLAINS, NY 10606 | Advisory (Plan) | $113,492 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $46,702 |
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 | $102,612 | $100,801+1.8% | $149,696-31.5% | $73,409+39.8% |
| Participation rate | 93.4% | 77.7%+15.7pp | 82.5%+10.9pp | 72.2%+21.2pp |
| Annual return | 22.89% | 265.34%-242.4pp | 276.60%-253.7pp | 59.29%-36.4pp |
| Employer contribution / active EE | $6,901 | $3,312+108.4% | $4,644+48.6% | $2,234+209.0% |
| Participant deferral / active EE | $9,670 | $6,404+51.0% | $6,842+41.3% | $3,805+154.1% |
| Admin fee / account holder | $432 | $181+139.1% | $9,309-95.4% | $158+173.8% |