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 | Recordkeeping fees; Recordkeeping and... | $187,178 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
Filed as: MERRILL LYNCH Service code 16 2200 FLETCHER AVE · FORT LEE, NJ 07024 | Consulting | $8,785 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,409 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Copying and duplicating; Employee (pl... | $6 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,984 | $88,122+63.4% | $141,162+2.0% | $67,579+113.1% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 23.19% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $4,012 | $3,224+24.4% | $4,735-15.3% | $2,148+86.8% |
| Participant deferral / active EE | $9,169 | $5,958+53.9% | $6,709+36.7% | $3,539+159.1% |
| Admin fee / account holder | $283 | $131+116.5% | $10,261-97.2% | $142+99.2% |