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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $113,108 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $44,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $19,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,322 | $117,025-39.9% | $91,541-23.2% | $85,563-17.8% |
| Participation rate | 96.3% | 64.2%+32.1pp | 69.8%+26.6pp | 66.0%+30.4pp |
| Annual return | 17.15% | 18.02%-0.9pp | 20.50%-3.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,235 | $2,120-41.8% | $2,505-50.7% | $2,654-53.5% |
| Participant deferral / active EE | $7,705 | $3,446+123.6% | $4,008+92.2% | $4,375+76.1% |
| Admin fee / account holder | $136 | $1,242-89.1% | $6,956-98.0% | $834-83.7% |