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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $128,596 |
KESTRA INVESTMENT SERVICES LLC5+ 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 | $12,080 |
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 | $31,490 | $72,066-56.3% | $81,930-61.6% | $90,288-65.1% |
| Participation rate | 95.6% | 78.9%+16.7pp | 72.0%+23.6pp | 73.4%+22.3pp |
| Annual return | 21.34% | 15.92%+5.4pp | 29.49%-8.1pp | 53.97%-32.6pp |
| Employer contribution / active EE | $634 | $2,335-72.8% | $4,310-85.3% | $2,524-74.9% |
| Participant deferral / active EE | $3,374 | $3,557-5.1% | $7,107-52.5% | $4,232-20.3% |
| Admin fee / account holder | $101 | $92+8.8% | $5,158-98.0% | $114-11.8% |