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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $12,196 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,840 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,794 | $81,474+38.4% | $133,956-15.8% | $73,488+53.5% |
| Participation rate | 88.6% | 76.4%+12.2pp | 79.8%+8.7pp | 70.7%+17.9pp |
| Annual return | 15.21% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $5,137 | $2,209+132.5% | $3,919+31.1% | $2,270+126.3% |
| Participant deferral / active EE | $4,133 | $3,786+9.2% | $5,048-18.1% | $3,740+10.5% |
| Admin fee / account holder | $111 | $713-84.4% | $8,927-98.8% | $513-78.3% |