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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,576 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,169 | $86,332+19.5% | $125,175-17.6% | $65,185+58.3% |
| Participation rate | 88.4% | 75.3%+13.1pp | 79.8%+8.6pp | 70.2%+18.2pp |
| Annual return | 21.88% | 27.43%-5.6pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $5,592 | $2,040+174.2% | $3,865+44.7% | $2,177+156.9% |
| Participant deferral / active EE | $3,861 | $3,537+9.2% | $4,937-21.8% | $3,514+9.9% |
| Admin fee / account holder | $119 | $609-80.4% | $9,702-98.8% | $847-85.9% |