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 ADVISORS11+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,000 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $35,957 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (other than securities); Di... | $11,521 |
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.)
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 | $196,369 | $108,549+80.9% | $156,263+25.7% | $85,563+129.5% |
| Participation rate | 59.5% | 77.1%-17.6pp | 78.9%-19.4pp | 66.0%-6.4pp |
| Annual return | 12.39% | 21.79%-9.4pp | 59.47%-47.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,256 | $2,690-53.3% | $4,333-71.0% | $2,654-52.7% |
| Participant deferral / active EE | $6,850 | $4,800+42.7% | $6,158+11.2% | $4,375+56.6% |
| Admin fee / account holder | $440 | $650-32.3% | $14,255-96.9% | $834-47.2% |