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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $30,418 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,517 |
TMI CPA, P.C.4 years Service code 10 · EIN 47-2426908 | Accounting | $15,535 |
Filed as: COLONIAL SURETY COMPANY LLC Service code 49 123 TICE BLVD · WOODCLIFF, NJ 07677 | Other Services | $9,830 |
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 | $38,888 | $42,894-9.3% | $60,874-36.1% | $68,494-43.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -12.45% | -13.98%+1.5pp | 16.90%-29.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $11,250 | $1,978+468.7% | $2,701+316.4% | $2,596+333.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $450 | $3,101-85.5% | $3,224-86.0% | $5,403-91.7% |