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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $53,717 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $40,252 |
FID INV INST OPS CO9+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,479 | $47,126+87.7% | $149,673-40.9% | $74,419+18.9% |
| Participation rate | 50.2% | 63.4%-13.2pp | 78.8%-28.6pp | 70.7%-20.6pp |
| Annual return | 19.92% | 22.75%-2.8pp | 134.42%-114.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $753 | $1,905-60.5% | $4,818-84.4% | $2,637-71.4% |
| Participant deferral / active EE | $4,388 | $2,728+60.9% | $5,680-22.7% | $4,528-3.1% |
| Admin fee / account holder | $217 | $343-36.7% | $13,210-98.4% | $348-37.7% |