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 ADVISORS5+ years Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $26,677 |
SENTINEL PENSION ADVISORS5+ years Service code 27 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $25,500 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (securities); Custodial (ot... | $7,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,215 | $69,159+123.0% | $125,175+23.2% | $67,579+128.2% |
| Participation rate | 60.8% | 78.2%-17.4pp | 79.8%-19.0pp | 71.3%-10.5pp |
| Annual return | 29.49% | 27.12%+2.4pp | 43.79%-14.3pp | 378.56%-349.1pp |
| Employer contribution / active EE | $529 | $2,023-73.9% | $3,865-86.3% | $2,148-75.4% |
| Participant deferral / active EE | $4,970 | $3,700+34.3% | $4,937+0.7% | $3,539+40.4% |
| Admin fee / account holder | $319 | $142+125.0% | $9,702-96.7% | $142+124.1% |