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 ADVISORS6 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $54,141 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $43,503 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $1,530 |
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 | $156,314 | $71,516+118.6% | $98,439+58.8% | $71,457+118.8% |
| Participation rate | 92.8% | 72.7%+20.1pp | 75.2%+17.6pp | 67.9%+24.9pp |
| Annual return | 17.59% | 32.41%-14.8pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,670 | $2,399-30.4% | $3,048-45.2% | $2,588-35.5% |
| Participant deferral / active EE | $8,935 | $4,109+117.5% | $4,738+88.6% | $4,289+108.3% |
| Admin fee / account holder | $648 | $1,675-61.3% | $8,948-92.8% | $1,587-59.2% |