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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $24,002 |
S.A. KOENIG & ASSOCIATES, CPAS P.C.1+ years Filed as: S.A. KOENIG & ASSOCIATES, CPAS, P.C Service code 10 · EIN 11-3141654 | Accounting | $11,440 |
Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 15 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $7,500 |
FAS401K1+ years Service code 15 485 UNDERHILL BLVD · SYOSSET, NY 11791 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,913 | $38,925-79.7% | $73,843-89.3% | $55,191-85.7% |
| Participation rate | 43.8% | 66.0%-22.2pp | 73.4%-29.6pp | 69.2%-25.3pp |
| Annual return | -5.09% | 6.31%-11.4pp | 2267.84%-2272.9pp | 10.78%-15.9pp |
| Employer contribution / active EE | $496 | $1,695-70.7% | $2,787-82.2% | $1,899-73.9% |
| Participant deferral / active EE | $600 | $2,351-74.5% | $3,583-83.3% | $3,046-80.3% |
| Admin fee / account holder | $375 | $83+352.6% | $4,880-92.3% | $91+313.1% |