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 ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $108,280 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,000 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $11,213 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,312 | $65,708-63.0% | $76,817-68.4% | $77,787-68.7% |
| Participation rate | 93.3% | 79.0%+14.3pp | 72.1%+21.2pp | 73.2%+20.1pp |
| Annual return | 28.00% | 49.86%-21.9pp | 1166.11%-1138.1pp | 32.57%-4.6pp |
| Employer contribution / active EE | $688 | $2,167-68.2% | $2,302-70.1% | $2,504-72.5% |
| Participant deferral / active EE | $3,621 | $3,254+11.3% | $3,336+8.6% | $3,967-8.7% |
| Admin fee / account holder | $87 | $91-4.5% | $6,420-98.6% | $100-13.4% |