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 Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 · EIN 04-3015875 | Recordkeeping | $41,185 |
SENTINEL PENSION ADVISORS8+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $34,000 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (other than securities); Cu... | $13,690 |
RELIANCE TRUST COMPANY3 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $172,913 | $71,142+143.1% | $119,609+44.6% | $64,808+166.8% |
| Participation rate | 60.7% | 78.6%-17.9pp | 79.3%-18.6pp | 71.5%-10.8pp |
| Annual return | -11.89% | -10.01%-1.9pp | -14.97%+3.1pp | 32.82%-44.7pp |
| Employer contribution / active EE | $921 | $2,497-63.1% | $4,232-78.2% | $2,506-63.3% |
| Participant deferral / active EE | $5,762 | $4,490+28.3% | $5,602+2.9% | $4,310+33.7% |
| Admin fee / account holder | $457 | $162+181.9% | $10,323-95.6% | $188+143.4% |