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 |
|---|---|---|
DILLON AND ASSOCIATES2 years Filed as: DILLON ASSOCIATES Service code 27 · EIN 38-2772510 | Advisory (Plan) | $18,809 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $18,693 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $2,257 |
Participant contribution per participant 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 | $36,487 | $59,402-38.6% | $93,654-61.0% | $74,546-51.1% |
| Participation rate | 82.5% | 59.7%+22.8pp | 68.7%+13.8pp | 67.2%+15.3pp |
| Annual return | 14.05% | 81.86%-67.8pp | 133.34%-119.3pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $729 | $1,265-42.4% | $2,421-69.9% | $2,624-72.2% |
| Participant deferral / active EE | $705 | $3,049-76.9% | $4,413-84.0% | $4,347-83.8% |
| Admin fee / account holder | $217 | $3,023-92.8% | $8,282-97.4% | $1,944-88.8% |