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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $212,737 |
LION STREET ADVISORS LLC3 years 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 | $25,466 |
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 | $56,590 | $66,457-14.8% | $81,382-30.5% | $77,643-27.1% |
| Participation rate | 97.9% | 68.7%+29.2pp | 69.5%+28.4pp | 70.6%+27.3pp |
| Annual return | 15.42% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,309 | $2,159-39.4% | $2,463-46.8% | $2,726-52.0% |
| Participant deferral / active EE | $7,197 | $3,679+95.6% | $3,883+85.3% | $4,647+54.9% |
| Admin fee / account holder | $189 | $583-67.5% | $5,768-96.7% | $430-56.0% |