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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $4,425 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,700 | $30,588-16.0% | $53,898-52.3% | $85,563-70.0% |
| Participation rate | 25.7% | 26.3%-0.6pp | 55.0%-29.2pp | 66.0%-40.2pp |
| Annual return | 10.72% | 50.42%-39.7pp | 528.60%-517.9pp | 31.51%-20.8pp |
| Employer contribution / active EE | $191 | $436-56.1% | $932-79.5% | $2,654-92.8% |
| Participant deferral / active EE | $911 | $848+7.5% | $1,826-50.1% | $4,375-79.2% |
| Admin fee / account holder | $18 | $1,879-99.0% | $2,491-99.3% | $834-97.9% |