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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $55,178 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,020 |
ACTIUM LLC6 years Service code 27 · EIN 59-3835428 | Advisory (Plan) | $28,442 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3697259 | Securities Custodian | $8,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,469 | $91,372-27.3% | $129,995-48.9% | $74,419-10.7% |
| Participation rate | 96.6% | 77.8%+18.8pp | 78.5%+18.1pp | 70.7%+25.8pp |
| Annual return | 17.13% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,802 | $2,563-29.7% | $4,320-58.3% | $2,637-31.7% |
| Participant deferral / active EE | $5,171 | $4,721+9.5% | $5,820-11.2% | $4,528+14.2% |
| Admin fee / account holder | $290 | $283+2.4% | $10,614-97.3% | $348-16.6% |