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 | $84,874 |
SENTINEL PENSION ADVISORS5 years Service code 16 · EIN 04-3422848 | Consulting | $24,226 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $10,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,325 | $92,090-63.8% | $106,201-68.6% | $77,671-57.1% |
| Participation rate | 98.3% | 81.0%+17.3pp | 75.3%+23.0pp | 70.6%+27.7pp |
| Annual return | 13.05% | 17.89%-4.8pp | 116.26%-103.2pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,573 | $3,368-53.3% | $3,170-50.4% | $2,726-42.3% |
| Participant deferral / active EE | $3,293 | $5,386-38.9% | $5,012-34.3% | $4,648-29.1% |
| Admin fee / account holder | $167 | $219-23.7% | $11,039-98.5% | $430-61.2% |