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 | $21,393 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $14,464 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,607 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,823 | $24,733-36.0% | $69,647-77.3% | $74,495-78.8% |
| Participation rate | 72.0% | 63.5%+8.5pp | 66.5%+5.5pp | 67.2%+4.8pp |
| Annual return | 11.76% | 18.55%-6.8pp | 100.48%-88.7pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $360 | $1,001-64.0% | $1,712-79.0% | $2,623-86.3% |
| Participant deferral / active EE | $2,068 | $1,901+8.8% | $2,886-28.3% | $4,346-52.4% |
| Admin fee / account holder | $206 | $1,892-89.1% | $4,713-95.6% | $1,942-89.4% |