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 Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $7,483 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,001 | $83,884+88.4% | $64,056+146.7% | $74,419+112.3% |
| Participation rate | 90.1% | 76.6%+13.4pp | 72.3%+17.8pp | 70.7%+19.3pp |
| Annual return | 15.19% | 16.57%-1.4pp | 33.69%-18.5pp | 34.38%-19.2pp |
| Employer contribution / active EE | $12,213 | $3,084+296.1% | $2,747+344.7% | $2,637+363.1% |
| Participant deferral / active EE | $7,109 | $3,692+92.6% | $3,880+83.2% | $4,528+57.0% |
| Admin fee / account holder | $50 | $196-74.4% | $3,068-98.4% | $348-85.5% |