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 |
|---|---|---|
STEVEN GILLIS3 years Service code 14 · EIN 81-0859358 | Plan Administrator | $19,500 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $5,090 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,638 | $55,441+0.4% | $76,002-26.8% | $77,671-28.4% |
| Participation rate | 98.2% | 63.6%+34.6pp | 69.1%+29.1pp | 70.6%+27.6pp |
| Annual return | 12.73% | 17.08%-4.4pp | 360.07%-347.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $1,912 | $1,789+6.8% | $2,688-28.9% | $2,726-29.9% |
| Participant deferral / active EE | $4,449 | $3,451+28.9% | $4,257+4.5% | $4,648-4.3% |
| Admin fee / account holder | $23 | $407-94.3% | $6,414-99.6% | $430-94.6% |