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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,230 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
SENTINEL PENSION ADVISORS5 years Service code 15 · EIN 04-3422848 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,525 | $84,487+277.0% | $125,339+154.1% | $66,914+376.0% |
| Participation rate | 80.7% | 76.4%+4.3pp | 82.4%-1.6pp | 69.8%+10.9pp |
| Annual return | -20.59% | -8.39%-12.2pp | 572.05%-592.6pp | 1.58%-22.2pp |
| Employer contribution / active EE | $56 | $3,553-98.4% | $4,814-98.8% | $2,544-97.8% |
| Participant deferral / active EE | $10,284 | $6,781+51.7% | $7,446+38.1% | $4,237+142.7% |
| Admin fee / account holder | $28 | $685-95.9% | $10,010-99.7% | $593-95.2% |