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 BARNEY6+ years Service code 26 · EIN 13-2655998 | Advisory (Participants) | $51,385 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $48,525 |
NATONAL FINANCIAL SERVICES5 years Service code 19 · EIN 04-3523567 | Securities Custodian | $8,924 |
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 | $215,555 | $81,474+164.6% | $133,956+60.9% | $73,488+193.3% |
| Participation rate | 94.3% | 76.4%+17.9pp | 79.8%+14.4pp | 70.7%+23.6pp |
| Annual return | 21.03% | 19.40%+1.6pp | 45.09%-24.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $6,499 | $2,209+194.1% | $3,919+65.8% | $2,270+186.3% |
| Participant deferral / active EE | $5,787 | $3,786+52.8% | $5,048+14.7% | $3,740+54.8% |
| Admin fee / account holder | $770 | $713+8.0% | $8,927-91.4% | $513+50.1% |