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 ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $26,030 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $16,480 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $8,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,346 | $73,102+82.4% | $123,544+7.9% | $56,287+136.9% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.1pp |
| Annual return | -4.62% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,511 | $2,977-15.7% | $4,628-45.7% | $2,111+18.9% |
| Participant deferral / active EE | $6,945 | $5,423+28.1% | $6,426+8.1% | $3,350+107.3% |
| Admin fee / account holder | $372 | $554-32.9% | $9,284-96.0% | $521-28.6% |