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 ADVISORS2 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $38,036 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $360 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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 | $125,249 | $66,310+88.9% | $93,606+33.8% | $65,185+92.1% |
| Participation rate | 93.6% | 74.0%+19.6pp | 75.8%+17.8pp | 70.2%+23.4pp |
| Annual return | 23.27% | 42.58%-19.3pp | 32.76%-9.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,670 | $2,012-17.0% | $2,718-38.5% | $2,177-23.3% |
| Participant deferral / active EE | $6,197 | $3,342+85.4% | $4,069+52.3% | $3,514+76.4% |
| Admin fee / account holder | $285 | $6,897-95.9% | $7,888-96.4% | $847-66.3% |