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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $128,483 |
KESTRA INVESTMENT SERVICES LLC6+ 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 | $15,684 |
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 | $35,649 | $77,197-53.8% | $86,874-59.0% | $93,030-61.7% |
| Participation rate | 96.4% | 78.2%+18.2pp | 71.6%+24.7pp | 73.9%+22.5pp |
| Annual return | 17.87% | 16.31%+1.6pp | 63.52%-45.7pp | 158.70%-140.8pp |
| Employer contribution / active EE | $713 | $2,514-71.7% | $2,495-71.4% | $2,706-73.7% |
| Participant deferral / active EE | $3,938 | $3,831+2.8% | $3,699+6.4% | $4,562-13.7% |
| Admin fee / account holder | $93 | $105-11.4% | $5,828-98.4% | $152-38.7% |