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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $67,674 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,060 |
ACTIUM LLC7 years Service code 27 · EIN 59-3835428 | Advisory (Plan) | $27,337 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3697259 | Securities Custodian | $10,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,675 | $89,436-24.3% | $164,813-58.9% | $77,643-12.8% |
| Participation rate | 96.6% | 78.6%+18.0pp | 78.6%+18.0pp | 70.6%+26.0pp |
| Annual return | 11.91% | 28.83%-16.9pp | 69.93%-58.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,138 | $2,569-16.8% | $4,341-50.8% | $2,726-21.6% |
| Participant deferral / active EE | $5,941 | $4,897+21.3% | $6,031-1.5% | $4,647+27.8% |
| Admin fee / account holder | $321 | $339-5.5% | $12,690-97.5% | $430-25.5% |