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 ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $29,674 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,392 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,797 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,393 | $47,126+21.8% | $149,673-61.7% | $74,419-22.9% |
| Participation rate | 70.6% | 63.4%+7.2pp | 78.8%-8.1pp | 70.7%-0.1pp |
| Annual return | 12.31% | 22.75%-10.4pp | 134.42%-122.1pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,742 | $1,905-8.6% | $4,818-63.8% | $2,637-33.9% |
| Participant deferral / active EE | $4,969 | $2,728+82.2% | $5,680-12.5% | $4,528+9.7% |
| Admin fee / account holder | $201 | $343-41.4% | $13,210-98.5% | $348-42.3% |