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 27 · EIN 04-3422848 | Advisory (Plan) | $45,018 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,687 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,172 |
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 | $108,505 | $51,197+111.9% | $82,719+31.2% | $66,914+62.2% |
| Participation rate | 97.6% | 67.8%+29.7pp | 72.6%+25.0pp | 69.8%+27.8pp |
| Annual return | -15.18% | -9.64%-5.5pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,544 | $2,611+227.2% | $3,009+183.9% | $2,544+235.8% |
| Participant deferral / active EE | $7,274 | $3,458+110.4% | $4,395+65.5% | $4,237+71.7% |
| Admin fee / account holder | $415 | $416-0.1% | $5,329-92.2% | $593-30.0% |