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 ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $23,240 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $13,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,392 | $86,655+23.9% | $119,609-10.2% | $66,914+60.5% |
| Participation rate | 81.1% | 75.6%+5.5pp | 79.3%+1.8pp | 69.8%+11.3pp |
| Annual return | -14.26% | -8.00%-6.3pp | -14.97%+0.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,919 | $2,536+94.0% | $4,232+16.2% | $2,544+93.4% |
| Participant deferral / active EE | $4,329 | $4,358-0.7% | $5,602-22.7% | $4,237+2.2% |
| Admin fee / account holder | $188 | $755-75.2% | $10,323-98.2% | $593-68.4% |