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 |
|---|---|---|
PIVOTAL FINANCIAL SERVICES2+ years Filed as: PIVOTAL PLANNING GROUP, LLC Service code 26 · EIN 11-3575716 | Advisory (Participants) | $25,500 |
Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $15,056 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 60 · EIN 20-5916766 | Sub-TA Fees | $11,574 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,249 | $74,552-46.0% | $62,995-36.1% | $69,631-42.2% |
| Participation rate | 92.1% | 78.3%+13.9pp | 74.8%+17.3pp | 70.7%+21.4pp |
| Annual return | 8.86% | 15.77%-6.9pp | 87.57%-78.7pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $3,041 | $2,929+3.8% | $2,759+10.2% | $2,032+49.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $138 | $59+132.7% | $3,600-96.2% | $110+25.2% |