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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $42,042 |
THE FIDUCIARY GROUP2 years Filed as: THE FIDUCIARY GROUP, LLC Service code 26 · EIN 47-3210786 | Advisory (Participants) | $33,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,925 | $51,288+3.2% | $81,983-35.4% | $73,409-27.9% |
| Participation rate | 65.1% | 64.0%+1.1pp | 69.2%-4.1pp | 72.2%-7.1pp |
| Annual return | 10.06% | 29.48%-19.4pp | 41.31%-31.3pp | 59.29%-49.2pp |
| Employer contribution / active EE | $1,193 | $1,487-19.7% | $2,498-52.2% | $2,234-46.6% |
| Participant deferral / active EE | $3,424 | $2,715+26.1% | $3,722-8.0% | $3,805-10.0% |
| Admin fee / account holder | $408 | $125+225.5% | $5,664-92.8% | $158+158.3% |