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 ADVISORS5 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 | $38,622 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,647 | $106,028+123.2% | $146,958+61.0% | $77,643+204.8% |
| Participation rate | 88.1% | 78.4%+9.7pp | 82.2%+5.9pp | 70.6%+17.5pp |
| Annual return | 16.22% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $5,482 | $4,063+34.9% | $4,933+11.1% | $2,726+101.1% |
| Participant deferral / active EE | $12,689 | $7,990+58.8% | $8,070+57.2% | $4,647+173.0% |
| Admin fee / account holder | $158 | $337-53.3% | $12,998-98.8% | $430-63.4% |