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 ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $74,571 |
SENTINEL PENSION ADVISORS2+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $32,503 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $13,728 |
ELKO & ASSOCIATES, LTD.1 year Service code 15 · EIN 23-3063393 | Recordkeeping | $8,750 |
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 | $681,410 | $76,552+790.1% | $123,892+450.0% | $62,891+983.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.65% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $27,932 | $2,883+869.0% | $4,617+505.0% | $2,281+1124.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $953 | $4,826-80.3% | $8,357-88.6% | $4,296-77.8% |