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 GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $35,511 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,014 | $50,199+21.5% | $70,092-13.0% | $66,914-8.8% |
| Participation rate | 82.7% | 66.3%+16.4pp | 70.5%+12.3pp | 69.8%+12.9pp |
| Annual return | -16.68% | -13.85%-2.8pp | 190.73%-207.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $961 | $1,864-48.5% | $2,559-62.5% | $2,544-62.2% |
| Participant deferral / active EE | $5,129 | $3,112+64.8% | $3,849+33.3% | $4,237+21.1% |
| Admin fee / account holder | $317 | $600-47.1% | $6,267-94.9% | $593-46.6% |