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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $31,336 |
AAFCPA'S INC.1 year Service code 10 · EIN 04-2571780 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,667 | $101,317+34.9% | $146,958-7.0% | $74,495+83.5% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 15.12% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,744 | $3,810-28.0% | $4,933-44.4% | $2,623+4.6% |
| Participant deferral / active EE | $7,052 | $7,303-3.4% | $8,070-12.6% | $4,346+62.3% |
| Admin fee / account holder | $250 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |