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 |
|---|---|---|
THE KELLIHER CORBETT GROUP2 years Service code 27 600 LONGWATER DRIVE · NORWELL, MA 02061 | Advisory (Plan) | $63,051 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,350 | $62,132+50.2% | $185,823-49.8% | $73,488+27.0% |
| Participation rate | 99.6% | 67.8%+31.8pp | 78.0%+21.5pp | 70.7%+28.9pp |
| Annual return | 17.28% | 20.44%-3.2pp | 35.95%-18.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,924 | $1,681+73.9% | $4,087-28.5% | $2,270+28.8% |
| Participant deferral / active EE | $9,238 | $3,711+148.9% | $5,632+64.0% | $3,740+147.0% |
| Admin fee / account holder | $77 | $419-81.5% | $9,500-99.2% | $513-84.9% |