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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,369 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,782 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 17 · EIN 82-3967259 | Pension Consulting | $4,553 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,033 | $59,417-14.1% | $93,606-45.5% | $74,495-31.5% |
| Participation rate | 95.5% | 59.7%+35.8pp | 68.7%+26.7pp | 67.2%+28.3pp |
| Annual return | 12.66% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,279 | $1,264+1.3% | $2,420-47.1% | $2,623-51.2% |
| Participant deferral / active EE | $4,420 | $3,050+44.9% | $4,411+0.2% | $4,346+1.7% |
| Admin fee / account holder | $233 | $3,021-92.3% | $8,285-97.2% | $1,942-88.0% |