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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $81,312 |
Filed as: KESTRA FINANCIAL ADVISORS Service code 15 · EIN 74-2794194 | Recordkeeping | $44,000 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Recordkeeping | $15,270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,618 | $106,028-25.9% | $146,958-46.5% | $77,643+1.3% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 10.03% | 56.73%-46.7pp | 418.34%-408.3pp | 31.24%-21.2pp |
| Employer contribution / active EE | $5,305 | $4,063+30.6% | $4,933+7.5% | $2,726+94.6% |
| Participant deferral / active EE | $9,721 | $7,990+21.7% | $8,070+20.5% | $4,647+109.2% |
| Admin fee / account holder | $198 | $337-41.3% | $12,998-98.5% | $430-54.0% |