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 ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $7,875 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,578 | $66,302+35.1% | $110,238-18.7% | $56,287+59.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 79.8%+0.2pp | 69.9%+10.1pp |
| Annual return | -5.47% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,943 | $2,047+43.8% | $3,826-23.1% | $2,111+39.4% |
| Participant deferral / active EE | $3,875 | $3,381+14.6% | $4,672-17.1% | $3,350+15.7% |
| Admin fee / account holder | $111 | $698-84.1% | $8,547-98.7% | $521-78.7% |