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 ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $51,537 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $40,169 |
FID INV INST OPS CO8+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,763 | $46,292+59.3% | $143,757-48.7% | $64,808+13.8% |
| Participation rate | 53.5% | 64.2%-10.8pp | 80.3%-26.9pp | 71.5%-18.0pp |
| Annual return | -17.53% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $750 | $1,910-60.7% | $4,951-84.8% | $2,506-70.1% |
| Participant deferral / active EE | $4,349 | $2,646+64.4% | $5,637-22.8% | $4,310+0.9% |
| Admin fee / account holder | $214 | $154+39.5% | $14,673-98.5% | $188+14.2% |