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 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $43,895 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $24,398 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $11,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,043 | $79,523+171.7% | $140,016+54.3% | $56,287+283.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 87.5%-20.8pp | 69.9%-3.2pp |
| Annual return | 10.41% | 2.39%+8.0pp | 651.12%-640.7pp | -9.96%+20.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,122 | $5,129+97.4% | $6,927+46.1% | $3,350+202.2% |
| Admin fee / account holder | $757 | $614+23.2% | $10,705-92.9% | $521+45.3% |