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 | $61,380 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $58,361 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $8,876 |
ELKO & ASSOCIATES, LTD.1 year Filed as: ELKO & ASSOCIATES, LTD Service code 15 · EIN 23-3063393 | Recordkeeping | $8,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,994 | $80,753+193.5% | $136,294+73.9% | $62,292+280.5% |
| Participation rate | 78.1% | 73.5%+4.6pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 18.06% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $91 | $2,884-96.8% | $4,695-98.1% | $2,042-95.5% |
| Participant deferral / active EE | $10,564 | $5,164+104.6% | $6,247+69.1% | $3,169+233.3% |
| Admin fee / account holder | $496 | $525-5.6% | $9,243-94.6% | $479+3.5% |