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 ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $35,523 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $22,283 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $15,320 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $4,598 |
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 | $209,269 | $65,557+219.2% | $64,056+226.7% | $71,457+192.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 22.27% | 18.94%+3.3pp | 33.69%-11.4pp | 28.85%-6.6pp |
| Employer contribution / active EE | $7,645 | $2,669+186.4% | $2,747+178.3% | $2,588+195.4% |
| Participant deferral / active EE | $7,567 | $3,626+108.7% | $3,880+95.0% | $4,289+76.4% |
| Admin fee / account holder | $537 | $616-12.9% | $3,068-82.5% | $1,587-66.2% |