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 ADVISORS4 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,097 |
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 | $216,333 | $95,274+127.1% | $135,903+59.2% | $74,419+190.7% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.2pp | 70.7%+21.4pp |
| Annual return | 20.84% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $5,485 | $3,874+41.6% | $4,856+13.0% | $2,637+108.0% |
| Participant deferral / active EE | $12,600 | $7,782+61.9% | $7,758+62.4% | $4,528+178.3% |
| Admin fee / account holder | $109 | $266-58.9% | $10,762-99.0% | $348-68.5% |