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 ADVISORS9+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $44,916 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $29,531 |
CHARLES SCHWAB & CO., INC.8 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,260 |
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 | $64,587 | $50,815+27.1% | $155,509-58.5% | $77,643-16.8% |
| Participation rate | 50.8% | 63.1%-12.3pp | 78.2%-27.4pp | 70.6%-19.8pp |
| Annual return | 14.32% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,402 | $2,822-14.9% | $5,626-57.3% | $4,647-48.3% |
| Admin fee / account holder | $287 | $437-34.4% | $15,912-98.2% | $430-33.4% |