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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $47,700 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $34,291 |
FID INV INST OPS CO5+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,605 |
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 | $69,552 | $62,928+10.5% | $172,739-59.7% | $67,579+2.9% |
| Participation rate | 51.0% | 64.5%-13.5pp | 82.6%-31.7pp | 71.3%-20.3pp |
| Annual return | 20.85% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $337 | $1,636-79.4% | $5,143-93.5% | $2,148-84.3% |
| Participant deferral / active EE | $3,163 | $2,145+47.5% | $5,198-39.1% | $3,539-10.6% |
| Admin fee / account holder | $187 | $167+12.4% | $13,954-98.7% | $142+31.6% |