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 | $15,222 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,389 | $47,126-3.7% | $149,673-69.7% | $74,419-39.0% |
| Participation rate | 52.6% | 63.4%-10.8pp | 78.8%-26.2pp | 70.7%-18.1pp |
| Annual return | 12.19% | 22.75%-10.6pp | 134.42%-122.2pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1,500 | $1,905-21.3% | $4,818-68.9% | $2,637-43.1% |
| Participant deferral / active EE | $2,310 | $2,728-15.3% | $5,680-59.3% | $4,528-49.0% |
| Admin fee / account holder | $83 | $343-75.9% | $13,210-99.4% | $348-76.2% |