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 ADVISORS3 years Service code 15 · EIN 04-3422848 | Recordkeeping | $37,266 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $24,194 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $14,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,364 | $74,706+197.7% | $75,696+193.8% | $79,386+180.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 17.78% | 18.52%-0.7pp | 104.53%-86.7pp | 116.85%-99.1pp |
| Employer contribution / active EE | $7,045 | $2,590+172.0% | $2,743+156.9% | $2,427+190.2% |
| Participant deferral / active EE | $6,734 | $3,533+90.6% | $3,821+76.2% | $4,046+66.5% |
| Admin fee / account holder | $574 | $374+53.4% | $3,619-84.1% | $626-8.3% |