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 Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,673 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Custodial (other than securities); Cu... | $13,679 |
Service code 26 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $9,154 |
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 | $184,567 | $65,322+182.5% | $70,449+162.0% | $73,488+151.2% |
| Participation rate | 86.0% | 77.0%+9.0pp | 75.1%+10.9pp | 70.7%+15.3pp |
| Annual return | 13.34% | 15.71%-2.4pp | 109.03%-95.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $11,900 | $2,460+383.8% | $2,737+334.8% | $2,270+424.2% |
| Participant deferral / active EE | $7,035 | $3,375+108.5% | $3,709+89.7% | $3,740+88.1% |
| Admin fee / account holder | $198 | $214-7.7% | $3,845-94.9% | $513-61.5% |