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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $84,148 |
SENTINEL PENSION ADVISORS9+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $41,667 |
Filed as: FIDELITY INSTITUIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $21,634 |
Filed as: CAP TRUST Service code 15 · EIN 56-1984030 | Recordkeeping | $15,000 |
WIPFLI LLP1 year Filed as: WIPFLI & ASSOCIATES Service code 15 · EIN 39-0958449 | Recordkeeping | $5,200 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,123,648 | $93,571+1100.9% | $135,903+726.8% | $75,163+1394.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 21.00% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $31,509 | $3,537+790.9% | $4,856+548.8% | $2,670+1080.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,727 | $6,975-75.2% | $10,762-84.0% | $5,651-69.4% |