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 ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,715 |
TMI CPA, P.C.5 years Service code 10 · EIN 47-2426908 | Accounting | $15,538 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,711 |
Filed as: COLONIAL SURETY COMPANY LLC Service code 49 123 TICE BLVD · WOODCLIFF, NJ 07677 | Other Services | $0 |
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 | $41,754 | $46,553-10.3% | $64,056-34.8% | $75,163-44.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.95% | 26.03%-17.1pp | 33.69%-24.7pp | 160.62%-151.7pp |
| Employer contribution / active EE | $5,556 | $1,974+181.5% | $2,747+102.3% | $2,670+108.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $266 | $2,952-91.0% | $3,068-91.3% | $5,651-95.3% |