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 | $165,702 |
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $64,643 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $21,690 |
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 | $52,656 | $103,024-48.9% | $112,040-53.0% | $79,634-33.9% |
| Participation rate | 99.8% | 80.6%+19.2pp | 76.5%+23.3pp | 62.5%+37.3pp |
| Annual return | 6.13% | 17.60%-11.5pp | 24.52%-18.4pp | 36.46%-30.3pp |
| Employer contribution / active EE | $1,124 | $3,015-62.7% | $2,954-62.0% | $2,529-55.6% |
| Participant deferral / active EE | $3,695 | $5,233-29.4% | $5,098-27.5% | $3,835-3.6% |
| Admin fee / account holder | $240 | $465-48.4% | $12,098-98.0% | $1,002-76.1% |