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 ADVISORS6+ years Service code 99 · EIN 04-3422848 538 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $40,925 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD, SUITE 209 · FLORHAM PARK, NJ 07932 | Other Services | $23,080 |
COHNREZNICK LLP4 years Service code 99 · EIN 22-1478099 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $21,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,878 | $81,474+80.3% | $133,956+9.6% | $73,488+99.9% |
| Participation rate | 82.0% | 76.4%+5.6pp | 79.8%+2.2pp | 70.7%+11.3pp |
| Annual return | 18.54% | 19.40%-0.9pp | 45.09%-26.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,148 | $2,209+42.5% | $3,919-19.7% | $2,270+38.7% |
| Participant deferral / active EE | $5,654 | $3,786+49.3% | $5,048+12.0% | $3,740+51.2% |
| Admin fee / account holder | $292 | $713-59.1% | $8,927-96.7% | $513-43.2% |