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 ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $36,220 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $28,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,327 | $69,763+175.7% | $67,502+184.9% | $74,495+158.2% |
| Participation rate | 96.1% | 71.4%+24.8pp | 72.9%+23.3pp | 67.2%+28.9pp |
| Annual return | 12.50% | -40.34%+52.8pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $7,071 | $2,704+161.5% | $2,731+158.9% | $2,623+169.6% |
| Participant deferral / active EE | $6,735 | $3,636+85.2% | $4,000+68.4% | $4,346+55.0% |
| Admin fee / account holder | $189 | $896-79.0% | $3,998-95.3% | $1,942-90.3% |