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 ADVISORS8 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,142 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,184 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,022 |
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 | $73,854 | $50,982+44.9% | $154,803-52.3% | $85,563-13.7% |
| Participation rate | 71.7% | 59.8%+11.9pp | 78.1%-6.4pp | 66.0%+5.7pp |
| Annual return | 14.22% | 30.35%-16.1pp | 58.88%-44.7pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,905 | $1,708+11.5% | $4,305-55.8% | $2,654-28.2% |
| Participant deferral / active EE | $5,307 | $2,474+114.5% | $5,540-4.2% | $4,375+21.3% |
| Admin fee / account holder | $240 | $846-71.6% | $14,329-98.3% | $834-71.2% |