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 ADVISORS4 years Service code 15 · EIN 04-3422848 | Recordkeeping | $35,221 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $21,960 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $14,425 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $5,001 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,800 | $60,989+186.6% | $60,874+187.2% | $66,914+161.2% |
| Participation rate | 98.2% | 74.5%+23.7pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -18.37% | -9.60%-8.8pp | 16.90%-35.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $7,215 | $2,661+171.2% | $2,701+167.1% | $2,544+183.6% |
| Participant deferral / active EE | $7,095 | $3,615+96.3% | $3,817+85.9% | $4,237+67.5% |
| Admin fee / account holder | $536 | $338+58.3% | $3,224-83.4% | $593-9.7% |