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 6-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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $820,790 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL NORTHEAST Service code 26 · EIN 47-1411118 | Advisory (Participants) | $382,396 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $106,371 |
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 | $62,951 | $67,679-7.0% | $155,509-59.5% | $99,062-36.5% |
| Participation rate | 96.6% | 67.2%+29.4pp | 78.2%+18.5pp | 71.6%+25.0pp |
| Annual return | 24.09% | 16.16%+7.9pp | 64.67%-40.6pp | 17.66%+6.4pp |
| Employer contribution / active EE | $5,101 | $2,268+124.9% | $4,672+9.2% | $3,262+56.4% |
| Participant deferral / active EE | $5,297 | $3,828+38.4% | $5,626-5.9% | $5,331-0.6% |
| Admin fee / account holder | $141 | $94+51.0% | $15,912-99.1% | $109+29.8% |