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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $42,905 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $32,946 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,785 |
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 | $62,303 | $37,196+67.5% | $154,107-59.6% | $55,725+11.8% |
| Participation rate | 50.3% | 64.1%-13.8pp | 83.0%-32.7pp | 70.9%-20.5pp |
| Annual return | -3.77% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,307 | $1,614-19.1% | $5,298-75.3% | $2,078-37.1% |
| Participant deferral / active EE | $3,000 | $2,068+45.0% | $5,081-41.0% | $3,356-10.6% |
| Admin fee / account holder | $183 | $102+80.3% | $13,411-98.6% | $115+59.0% |