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, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $114,716 |
SENTINEL PENSION ADVISORS6 years Service code 15 · EIN 04-3422848 | Recordkeeping | $37,794 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $10,136 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
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.)
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 | $365,444 | $91,407+299.8% | $135,903+168.9% | $71,457+411.4% |
| Participation rate | 76.2% | 75.7%+0.6pp | 81.9%-5.7pp | 67.9%+8.3pp |
| Annual return | 22.71% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $295 | $3,703-92.0% | $4,856-93.9% | $2,588-88.6% |
| Participant deferral / active EE | $10,208 | $7,092+43.9% | $7,758+31.6% | $4,289+138.0% |
| Admin fee / account holder | $821 | $1,266-35.1% | $10,762-92.4% | $1,587-48.3% |