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 Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $42,905 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $32,946 |
FID INV INST OPS CO6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,432 | $52,293+55.7% | $178,490-54.4% | $73,409+10.9% |
| Participation rate | 52.9% | 65.3%-12.5pp | 81.9%-29.1pp | 72.2%-19.3pp |
| Annual return | 17.06% | 34.75%-17.7pp | 151.07%-134.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $94 | $1,735-94.6% | $5,011-98.1% | $2,234-95.8% |
| Participant deferral / active EE | $3,506 | $2,332+50.3% | $5,202-32.6% | $3,805-7.9% |
| Admin fee / account holder | $203 | $127+59.6% | $13,984-98.5% | $158+28.7% |