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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $34,326 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN PLLC Service code 27 · EIN 38-1357951 | Advisory (Plan) | $24,846 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $5,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,980 | $54,590+17.2% | $81,930-21.9% | $73,488-12.9% |
| Participation rate | 90.8% | 68.3%+22.5pp | 72.0%+18.8pp | 70.7%+20.1pp |
| Annual return | 16.67% | 17.74%-1.1pp | 29.49%-12.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $982 | $1,636-40.0% | $4,310-77.2% | $2,270-56.8% |
| Participant deferral / active EE | $4,457 | $2,759+61.6% | $7,107-37.3% | $3,740+19.2% |
| Admin fee / account holder | $311 | $592-47.5% | $5,158-94.0% | $513-39.4% |