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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $214,818 |
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Securities Custodian | $29,659 |
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 | $66,067 | $122,186-45.9% | $146,958-55.0% | $199,593-66.9% |
| Participation rate | 93.3% | 78.3%+15.0pp | 82.2%+11.2pp | 72.0%+21.3pp |
| Annual return | 27.99% | 30.56%-2.6pp | 418.34%-390.3pp | 34.25%-6.3pp |
| Employer contribution / active EE | $2,354 | $4,093-42.5% | $4,933-52.3% | $3,034-22.4% |
| Participant deferral / active EE | $7,309 | $8,502-14.0% | $8,070-9.4% | $5,087+43.7% |
| Admin fee / account holder | $122 | $179-31.7% | $12,998-99.1% | $269-54.6% |