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 ADVISORS3 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $41,297 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $39,840 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,538 | $70,908+108.1% | $98,907+49.2% | $73,488+100.8% |
| Participation rate | 91.9% | 73.8%+18.2pp | 76.0%+15.9pp | 70.7%+21.3pp |
| Annual return | 16.32% | 34.17%-17.8pp | 196.43%-180.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,048 | $2,036+0.6% | $2,689-23.8% | $2,270-9.8% |
| Participant deferral / active EE | $7,339 | $3,500+109.7% | $4,244+72.9% | $3,740+96.3% |
| Admin fee / account holder | $614 | $535+14.8% | $6,642-90.8% | $513+19.7% |