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 ADVISORS5 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $50,795 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $42,922 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,594 | $72,607+84.0% | $90,749+47.2% | $66,914+99.6% |
| Participation rate | 89.6% | 73.7%+15.9pp | 75.7%+13.9pp | 69.8%+19.8pp |
| Annual return | -17.99% | -12.28%-5.7pp | -12.16%-5.8pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,595 | $2,369-32.7% | $2,921-45.4% | $2,544-37.3% |
| Participant deferral / active EE | $7,222 | $3,977+81.6% | $4,564+58.2% | $4,237+70.5% |
| Admin fee / account holder | $629 | $707-11.0% | $8,445-92.5% | $593+6.0% |