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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,521 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,584 | $50,982+5.1% | $154,803-65.4% | $85,563-37.4% |
| Participation rate | 47.1% | 59.8%-12.7pp | 78.1%-31.0pp | 66.0%-18.9pp |
| Annual return | 12.03% | 30.35%-18.3pp | 58.88%-46.9pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,501 | $1,708-12.1% | $4,305-65.1% | $2,654-43.4% |
| Participant deferral / active EE | $2,264 | $2,474-8.5% | $5,540-59.1% | $4,375-48.2% |
| Admin fee / account holder | $101 | $846-88.1% | $14,329-99.3% | $834-87.9% |