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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES7 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $10,608 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $7,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,691 | $82,978+38.2% | $129,995-11.8% | $71,457+60.5% |
| Participation rate | 78.9% | 74.1%+4.9pp | 78.5%+0.5pp | 67.9%+11.0pp |
| Annual return | 17.40% | 20.60%-3.2pp | -137.18%+154.6pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,492 | $2,622+33.2% | $4,320-19.2% | $2,588+35.0% |
| Participant deferral / active EE | $4,434 | $4,432+0.1% | $5,820-23.8% | $4,289+3.4% |
| Admin fee / account holder | $82 | $1,729-95.3% | $10,614-99.2% | $1,587-94.9% |