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 ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 60 · EIN 20-5916766 | Sub-TA Fees | $42,697 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $11,832 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,923 | $155,795-18.5% | $136,294-6.9% | $69,631+82.3% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 70.7%+4.8pp |
| Annual return | 21.55% | 232464.33%-232442.8pp | 5155.94%-5134.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $1,966 | $2,991-34.3% | $4,695-58.1% | $2,032-3.3% |
| Participant deferral / active EE | $5,926 | $5,394+9.9% | $6,247-5.1% | $3,224+83.8% |
| Admin fee / account holder | $215 | $128+67.7% | $9,243-97.7% | $110+94.7% |