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 ADVISORS8+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $36,759 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $26,633 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,092 |
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 | $63,414 | $47,126+34.6% | $149,673-57.6% | $74,419-14.8% |
| Participation rate | 51.3% | 63.4%-12.1pp | 78.8%-27.5pp | 70.7%-19.4pp |
| Annual return | 12.99% | 22.75%-9.8pp | 134.42%-121.4pp | 34.38%-21.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,668 | $2,728-2.2% | $5,680-53.0% | $4,528-41.1% |
| Admin fee / account holder | $241 | $343-29.7% | $13,210-98.2% | $348-30.7% |