See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,021 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,473 | $104,475+39.2% | $159,436-8.8% | $79,386+83.2% |
| Participation rate | 86.5% | 76.6%+9.8pp | 82.8%+3.6pp | 70.7%+15.7pp |
| Annual return | 13.67% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,229 | $3,417-34.8% | $4,829-53.9% | $2,427-8.2% |
| Participant deferral / active EE | $6,480 | $6,467+0.2% | $7,352-11.9% | $4,046+60.2% |
| Admin fee / account holder | $222 | $711-68.8% | $10,799-97.9% | $626-64.5% |