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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $70,250 |
SENTINEL PENSION ADVISORS1+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $49,398 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $15,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $680,512 | $72,177+842.8% | $115,037+491.6% | $59,632+1041.2% |
| Participation rate | 97.8% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | 1.05% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $25,758 | $4,783+438.6% | $6,026+327.4% | $3,192+707.0% |
| Admin fee / account holder | $1,064 | $4,927-78.4% | $8,175-87.0% | $4,297-75.2% |