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 10-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 | $13,167 |
UBS FINANCIAL SERVICES INC1+ years Service code 28 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086 | Investment Management | $10,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,694 | $45,566-43.6% | $64,105-59.9% | $59,632-56.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.04% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,781 | $934+197.7% | $1,820+52.8% | $2,203+26.3% |
| Participant deferral / active EE | $1,372 | $2,057-33.3% | $2,822-51.4% | $3,192-57.0% |
| Admin fee / account holder | $272 | $3,268-91.7% | $4,499-94.0% | $4,297-93.7% |