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 |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $35,113 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $720 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $134 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,861 | $58,083+77.1% | $80,019+28.5% | $56,287+82.7% |
| Participation rate | 94.0% | 73.6%+20.4pp | 75.8%+18.1pp | 69.9%+24.1pp |
| Annual return | -5.98% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,675 | $1,932-13.3% | $2,468-32.1% | $2,111-20.7% |
| Participant deferral / active EE | $5,665 | $3,135+80.7% | $3,686+53.7% | $3,350+69.1% |
| Admin fee / account holder | $283 | $623-54.5% | $6,521-95.7% | $521-45.6% |