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 Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,032 |
Filed as: PERIGON WEALTH MANAGEMENT Service code 27 1675 BROADWAY, 20TH FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,601 | $46,292-81.4% | $143,757-94.0% | $64,808-86.7% |
| Participation rate | 48.7% | 64.2%-15.5pp | 80.3%-31.6pp | 71.5%-22.8pp |
| Annual return | -15.06% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $402 | $2,646-84.8% | $5,637-92.9% | $4,310-90.7% |
| Admin fee / account holder | $122 | $154-20.7% | $14,673-99.2% | $188-35.0% |