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 Service code 26 · EIN 04-3527574 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $30,000 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,345 | $132,049+26.7% | $200,582-16.6% | $74,304+125.2% |
| Participation rate | 96.9% | 84.1%+12.9pp | 86.9%+10.0pp | 60.3%+36.6pp |
| Annual return | 19.91% | 22.22%-2.3pp | 42.33%-22.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $11,628 | $4,558+155.1% | $6,419+81.2% | $2,241+418.8% |
| Participant deferral / active EE | $21,997 | $7,213+205.0% | $9,331+135.7% | $3,767+483.9% |
| Admin fee / account holder | $209 | $2,405-91.3% | $16,305-98.7% | $2,969-93.0% |