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 Service code 27 · EIN 04-3422848 | Advisory (Plan) | $31,188 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,541 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,992 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,570 | $46,292+7.1% | $143,757-65.5% | $64,808-23.5% |
| Participation rate | 70.7% | 64.2%+6.5pp | 80.3%-9.6pp | 71.5%-0.7pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,641 | $1,910-14.1% | $4,951-66.9% | $2,506-34.5% |
| Participant deferral / active EE | $4,818 | $2,646+82.1% | $5,637-14.5% | $4,310+11.8% |
| Admin fee / account holder | $209 | $154+36.0% | $14,673-98.6% | $188+11.3% |