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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,847 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $9,906 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $7,123 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,057 | $99,957+54.1% | $149,696+2.9% | $73,488+109.6% |
| Participation rate | 81.6% | 75.7%+5.9pp | 82.5%-0.8pp | 70.7%+11.0pp |
| Annual return | 12.17% | 53.87%-41.7pp | 276.60%-264.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,265 | $3,191-29.0% | $4,644-51.2% | $2,270-0.2% |
| Participant deferral / active EE | $5,817 | $6,073-4.2% | $6,842-15.0% | $3,740+55.6% |
| Admin fee / account holder | $218 | $551-60.3% | $9,309-97.7% | $513-57.4% |