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 3-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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,192 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,234 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 17 · EIN 82-3967259 | Pension Consulting | $4,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,323 | $49,451-4.3% | $79,550-40.5% | $66,914-29.3% |
| Participation rate | 96.6% | 61.3%+35.2pp | 69.5%+27.1pp | 69.8%+26.7pp |
| Annual return | -17.57% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,442 | $1,266+14.0% | $2,413-40.2% | $2,544-43.3% |
| Participant deferral / active EE | $5,731 | $3,159+81.4% | $3,985+43.8% | $4,237+35.3% |
| Admin fee / account holder | $264 | $595-55.7% | $6,832-96.1% | $593-55.6% |