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 ADVISORS7 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $47,065 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,541 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,613 |
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 | $124,961 | $58,264+114.5% | $86,612+44.3% | $71,457+74.9% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.4pp |
| Annual return | 15.89% | 21.63%-5.7pp | 591.07%-575.2pp | 28.85%-13.0pp |
| Employer contribution / active EE | $8,662 | $2,574+236.5% | $3,022+186.6% | $2,588+234.7% |
| Participant deferral / active EE | $7,300 | $3,436+112.4% | $4,438+64.5% | $4,289+70.2% |
| Admin fee / account holder | $413 | $1,057-61.0% | $5,614-92.7% | $1,587-74.0% |