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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING10+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $57,236 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,412 | $50,982+42.0% | $154,803-53.2% | $85,563-15.4% |
| Participation rate | 54.3% | 59.8%-5.5pp | 78.1%-23.7pp | 66.0%-11.6pp |
| Annual return | 10.60% | 30.35%-19.8pp | 58.88%-48.3pp | 31.51%-20.9pp |
| Employer contribution / active EE | $1,216 | $1,708-28.8% | $4,305-71.8% | $2,654-54.2% |
| Participant deferral / active EE | $2,412 | $2,474-2.5% | $5,540-56.5% | $4,375-44.9% |
| Admin fee / account holder | $378 | $846-55.4% | $14,329-97.4% | $834-54.7% |