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 | $98,727-46.7% | $113,168-53.5% | $85,563-38.5% |
| Participation rate | 99.8% | 80.8%+19.0pp | 76.6%+23.2pp | 66.0%+33.8pp |
| Annual return | 6.13% | 17.43%-11.3pp | 24.27%-18.1pp | 31.51%-25.4pp |
| Employer contribution / active EE | $1,124 | $2,907-61.3% | $2,975-62.2% | $2,654-57.7% |
| Participant deferral / active EE | $3,695 | $5,424-31.9% | $5,107-27.6% | $4,375-15.5% |
| Admin fee / account holder | $240 | $357-32.7% | $12,068-98.0% | $834-71.2% |