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 Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $50,368 |
SENTINEL PENSION ADVISORS6+ years Service code 27 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $42,500 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (other than securities); Di... | $16,622 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $5,845 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,697 | $78,419+152.1% | $133,956+47.6% | $73,409+169.3% |
| Participation rate | 56.5% | 78.6%-22.1pp | 79.8%-23.3pp | 72.2%-15.6pp |
| Annual return | 23.57% | 33.35%-9.8pp | 45.09%-21.5pp | 59.29%-35.7pp |
| Employer contribution / active EE | $525 | $2,044-74.3% | $3,919-86.6% | $2,234-76.5% |
| Participant deferral / active EE | $4,970 | $3,925+26.6% | $5,048-1.5% | $3,805+30.6% |
| Admin fee / account holder | $627 | $161+288.6% | $8,927-93.0% | $158+297.0% |