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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $16,797 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $15,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,672 | $46,292-18.6% | $143,757-73.8% | $64,808-41.9% |
| Participation rate | 10.4% | 64.2%-53.8pp | 80.3%-69.9pp | 71.5%-61.1pp |
| Annual return | -11.66% | -10.05%-1.6pp | -0.04%-11.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $276 | $2,646-89.6% | $5,637-95.1% | $4,310-93.6% |
| Admin fee / account holder | $234 | $154+52.4% | $14,673-98.4% | $188+24.8% |