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 ADVISORS7+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $36,050 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $26,322 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,179 | $46,292+19.2% | $143,757-61.6% | $64,808-14.9% |
| Participation rate | 61.9% | 64.2%-2.4pp | 80.3%-18.5pp | 71.5%-9.6pp |
| Annual return | -13.47% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,589 | $2,646-2.1% | $5,637-54.1% | $4,310-39.9% |
| Admin fee / account holder | $214 | $154+38.9% | $14,673-98.5% | $188+13.7% |