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 ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,460 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $13,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,378 | $84,487+41.3% | $125,339-4.8% | $66,914+78.4% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.6pp | 69.8%+20.1pp |
| Annual return | -16.84% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,418 | $3,553+52.5% | $4,814+12.6% | $2,544+113.0% |
| Participant deferral / active EE | $6,318 | $6,781-6.8% | $7,446-15.2% | $4,237+49.1% |
| Admin fee / account holder | $257 | $685-62.4% | $10,010-97.4% | $593-56.6% |