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 ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,271 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,588 |
Filed as: PARIS INTERNATIONAL Service code 27 · EIN 46-3395773 | Advisory (Plan) | $25,212 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,878 |
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 | $130,048 | $63,745+104.0% | $98,442+32.1% | $79,386+63.8% |
| Participation rate | 98.0% | 69.9%+28.1pp | 73.3%+24.6pp | 70.7%+27.3pp |
| Annual return | 10.66% | 625.80%-615.1pp | 1492.73%-1482.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $8,263 | $2,557+223.1% | $2,960+179.2% | $2,427+240.4% |
| Participant deferral / active EE | $6,862 | $3,303+107.7% | $4,276+60.5% | $4,046+69.6% |
| Admin fee / account holder | $436 | $516-15.4% | $5,949-92.7% | $626-30.3% |