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 ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,119 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $22,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,021 | $65,557+159.3% | $64,056+165.4% | $71,457+137.9% |
| Participation rate | 96.6% | 73.2%+23.5pp | 72.3%+24.3pp | 67.9%+28.7pp |
| Annual return | 16.62% | 18.94%-2.3pp | 33.69%-17.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,854 | $2,669+156.8% | $2,747+149.5% | $2,588+164.9% |
| Participant deferral / active EE | $6,470 | $3,626+78.4% | $3,880+66.7% | $4,289+50.9% |
| Admin fee / account holder | $173 | $616-71.9% | $3,068-94.4% | $1,587-89.1% |