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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 26 · EIN 13-2655998 | Advisory (Participants) | $54,568 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $43,246 |
NATONAL FINANCIAL SERVICES2 years Service code 19 · EIN 04-3523567 | Securities Custodian | $8,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,517 | $71,192+124.1% | $117,854+35.4% | $62,292+156.1% |
| Participation rate | 99.1% | 74.2%+24.9pp | 79.7%+19.5pp | 69.5%+29.6pp |
| Annual return | 17.69% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $4,452 | $1,934+130.2% | $3,786+17.6% | $2,042+118.0% |
| Participant deferral / active EE | $5,060 | $3,189+58.7% | $4,482+12.9% | $3,169+59.7% |
| Admin fee / account holder | $867 | $587+47.6% | $8,020-89.2% | $479+80.8% |