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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,718 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $6,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,817 | $71,192+48.6% | $117,854-10.2% | $62,292+69.9% |
| Participation rate | 83.4% | 74.2%+9.2pp | 79.7%+3.8pp | 69.5%+13.9pp |
| Annual return | 25.88% | 18.66%+7.2pp | 335.08%-309.2pp | 28.90%-3.0pp |
| Employer contribution / active EE | $5,517 | $1,934+185.3% | $3,786+45.7% | $2,042+170.2% |
| Participant deferral / active EE | $3,684 | $3,189+15.5% | $4,482-17.8% | $3,169+16.2% |
| Admin fee / account holder | $126 | $587-78.5% | $8,020-98.4% | $479-73.7% |