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 ADVISORS6+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $38,057 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $26,863 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,601 | $56,485+30.3% | $185,823-60.4% | $86,799-15.2% |
| Participation rate | 55.5% | 65.5%-10.0pp | 81.7%-26.2pp | 72.3%-16.8pp |
| Annual return | 11.62% | 118.04%-106.4pp | 122.05%-110.4pp | 97.91%-86.3pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,495 | $2,553-2.3% | $5,568-55.2% | $4,131-39.6% |
| Admin fee / account holder | $245 | $150+63.8% | $16,237-98.5% | $170+44.5% |