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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $31,271 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $24,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,014 | $91,407+35.7% | $135,903-8.7% | $71,457+73.5% |
| Participation rate | 91.3% | 75.7%+15.7pp | 81.9%+9.4pp | 67.9%+23.4pp |
| Annual return | 19.64% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $3,067 | $3,703-17.2% | $4,856-36.8% | $2,588+18.5% |
| Participant deferral / active EE | $7,516 | $7,092+6.0% | $7,758-3.1% | $4,289+75.2% |
| Admin fee / account holder | $288 | $1,266-77.2% | $10,762-97.3% | $1,587-81.8% |