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 ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $159,518 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $44,000 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $17,141 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,707 | $61,756-55.1% | $70,092-60.5% | $77,904-64.4% |
| Participation rate | 97.2% | 79.9%+17.3pp | 70.5%+26.7pp | 73.7%+23.5pp |
| Annual return | -19.00% | -11.86%-7.1pp | 190.73%-209.7pp | 12.21%-31.2pp |
| Employer contribution / active EE | $750 | $2,706-72.3% | $2,559-70.7% | $2,848-73.7% |
| Participant deferral / active EE | $4,116 | $3,977+3.5% | $3,849+7.0% | $4,806-14.3% |
| Admin fee / account holder | $95 | $101-6.0% | $6,267-98.5% | $133-28.2% |