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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $109,267 |
SENTINEL PENSION ADVISORS5+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $62,500 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $16,531 |
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 | $1,054,106 | $89,355+1079.7% | $141,162+646.7% | $72,985+1344.3% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 24.92% | 111.85%-86.9pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $29,376 | $3,114+843.2% | $4,735+520.4% | $2,440+1104.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,633 | $5,958-72.6% | $10,261-84.1% | $5,124-68.1% |