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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $41,229 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $31,080 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,576 | $46,173+44.2% | $170,442-60.9% | $69,631-4.4% |
| Participation rate | 52.1% | 63.9%-11.8pp | 83.6%-31.5pp | 70.7%-18.6pp |
| Annual return | 17.21% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,274 | $1,610-20.9% | $5,433-76.5% | $2,032-37.3% |
| Participant deferral / active EE | $2,842 | $2,080+36.6% | $4,939-42.5% | $3,224-11.8% |
| Admin fee / account holder | $176 | $116+51.6% | $13,880-98.7% | $110+59.2% |