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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $167,645 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $142,983 | $225,748-36.7% | $136,294+4.9% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 18.48% | 13.52%+5.0pp | 5155.94%-5137.5pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $291 | $10,864-97.3% | $9,243-96.9% | - |