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 Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $49,993 |
Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $32,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $186,353 | $88,083+111.6% | $164,813+13.1% | $74,495+150.2% |
| Participation rate | 78.6% | 73.0%+5.5pp | 78.6%0pp | 67.2%+11.4pp |
| Annual return | 16.27% | 17.26%-1.0pp | 69.93%-53.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,554 | $2,593+75.6% | $4,341+4.9% | $2,623+73.6% |
| Participant deferral / active EE | $12,528 | $4,498+178.5% | $6,031+107.7% | $4,346+188.3% |
| Admin fee / account holder | $324 | $2,234-85.5% | $12,690-97.5% | $1,942-83.3% |