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 ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,285 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,579 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 17 · EIN 82-3967259 | Pension Consulting | $3,729 |
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 | $53,542 | $54,701-2.1% | $86,188-37.9% | $71,457-25.1% |
| Participation rate | 99.1% | 60.1%+39.0pp | 69.0%+30.1pp | 67.9%+31.2pp |
| Annual return | 17.32% | 20.06%-2.7pp | 1168.45%-1151.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,617 | $1,265+27.8% | $2,380-32.1% | $2,588-37.5% |
| Participant deferral / active EE | $6,176 | $3,108+98.7% | $3,985+55.0% | $4,289+44.0% |
| Admin fee / account holder | $243 | $1,922-87.4% | $6,852-96.5% | $1,587-84.7% |