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 Service code 15 · EIN 20-5916766 | Recordkeeping | $78,558 |
SENTINEL PENSION ADVISORS3+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $68,099 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $14,959 |
ELKO & ASSOCIATES, LTD.2 years 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 | $825,817 | $85,766+862.9% | $136,294+505.9% | $70,131+1077.5% |
| Participation rate | 96.3% | 74.2%+22.2pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 20.36% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $29,828 | $2,966+905.6% | $4,695+535.3% | $2,342+1173.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,271 | $5,420-76.5% | $9,243-86.2% | $4,645-72.6% |