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 Service code 26 · EIN 04-3422848 | Advisory (Participants) | $32,513 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,812 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Securities Custodian | $6,630 |
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 | $148,801 | $55,636+167.5% | $81,983+81.5% | $73,488+102.5% |
| Participation rate | 89.7% | 62.3%+27.4pp | 69.2%+20.5pp | 70.7%+19.1pp |
| Annual return | 15.99% | 19.07%-3.1pp | 41.31%-25.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $686 | $1,625-57.8% | $2,498-72.6% | $2,270-69.8% |
| Participant deferral / active EE | $7,527 | $2,762+172.5% | $3,722+102.2% | $3,740+101.3% |
| Admin fee / account holder | $473 | $493-3.9% | $5,664-91.6% | $513-7.7% |