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 PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,230 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,892 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,754 | $82,202+102.9% | $125,339+33.0% | $64,808+157.3% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -17.22% | 3.48%-20.7pp | 572.05%-589.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,995 | $3,615+38.2% | $4,814+3.8% | $2,506+99.3% |
| Participant deferral / active EE | $11,643 | $7,175+62.3% | $7,446+56.4% | $4,310+170.1% |
| Admin fee / account holder | $100 | $163-38.7% | $10,010-99.0% | $188-46.7% |