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 | $12,664 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,911 | $56,485-22.3% | $185,823-76.4% | $86,799-49.4% |
| Participation rate | 49.4% | 65.5%-16.1pp | 81.7%-32.3pp | 72.3%-22.9pp |
| Annual return | 27.52% | 118.04%-90.5pp | 122.05%-94.5pp | 97.91%-70.4pp |
| Employer contribution / active EE | $1,305 | $1,843-29.2% | $5,167-74.7% | $2,405-45.7% |
| Participant deferral / active EE | $2,221 | $2,553-13.0% | $5,568-60.1% | $4,131-46.2% |
| Admin fee / account holder | $68 | $150-54.6% | $16,237-99.6% | $170-59.9% |