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 BARNEY4+ years Service code 26 · EIN 13-2655998 | Advisory (Participants) | $44,598 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $43,327 |
NATONAL FINANCIAL SERVICES3 years Service code 19 · EIN 04-3523567 | Securities Custodian | $7,582 |
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 | $155,882 | $66,302+135.1% | $110,238+41.4% | $56,287+176.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -3.09% | -1.18%-1.9pp | 314.74%-317.8pp | -9.96%+6.9pp |
| Employer contribution / active EE | $6,420 | $2,047+213.6% | $3,826+67.8% | $2,111+204.1% |
| Participant deferral / active EE | $5,154 | $3,381+52.4% | $4,672+10.3% | $3,350+53.9% |
| Admin fee / account holder | $751 | $698+7.6% | $8,547-91.2% | $521+44.2% |