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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $54,384 |
SENTINEL PENSION ADVISORS5+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $27,639 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,153 | $40,174-44.9% | $84,015-73.6% | $67,579-67.2% |
| Participation rate | 87.0% | 62.7%+24.3pp | 69.0%+18.0pp | 71.3%+15.7pp |
| Annual return | 21.83% | 25.82%-4.0pp | 71.31%-49.5pp | 378.56%-356.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $907 | $2,301-60.6% | $3,239-72.0% | $3,539-74.4% |
| Admin fee / account holder | $219 | $128+70.4% | $6,101-96.4% | $142+53.7% |