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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $70,855 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 26 · EIN 13-2655998 | Advisory (Participants) | $64,313 |
NATONAL FINANCIAL SERVICES9 years Service code 19 · EIN 04-3523567 | Securities Custodian | $13,373 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $5,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,029 | $88,083+202.0% | $164,813+61.4% | $74,495+257.1% |
| Participation rate | 98.0% | 73.0%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 20.65% | 17.26%+3.4pp | 69.93%-49.3pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $12,366 | $2,593+376.9% | $4,341+184.9% | $2,623+371.5% |
| Participant deferral / active EE | $7,069 | $4,498+57.2% | $6,031+17.2% | $4,346+62.7% |
| Admin fee / account holder | $958 | $2,234-57.1% | $12,690-92.5% | $1,942-50.7% |