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 | Direct payment from the plan; Claims ... | $73,099 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9,570 |
Filed as: CHARLES SCHWAB INVESTMENT MAN Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,129 | $75,388+71.3% | $123,544+4.5% | $55,725+131.7% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.3%+13.6pp | 70.9%+25.0pp |
| Annual return | -5.96% | 4.48%-10.4pp | 119.20%-125.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $3,931 | $3,063+28.3% | $4,628-15.1% | $2,078+89.2% |
| Participant deferral / active EE | $8,975 | $5,651+58.8% | $6,426+39.7% | $3,356+167.5% |
| Admin fee / account holder | $353 | $120+194.9% | $9,284-96.2% | $115+206.7% |