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 9-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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $26,887 |
Filed as: PERIGON WEALTH MANAGEMENT Service code 27 · EIN 20-1006470 | Advisory (Plan) | $15,000 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $96 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $61,475 | $56,317+9.2% | $71,209-13.7% | $74,304-17.3% |
| Participation rate | 65.5% | 55.1%+10.4pp | 73.8%-8.3pp | 60.3%+5.2pp |
| Annual return | 14.18% | 42.83%-28.7pp | 282.51%-268.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $253 | $2,160-88.3% | $2,721-90.7% | $2,241-88.7% |
| Participant deferral / active EE | $2,558 | $2,788-8.3% | $4,175-38.7% | $3,767-32.1% |
| Admin fee / account holder | $251 | $2,290-89.0% | $5,349-95.3% | $2,969-91.5% |