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 Service code 27 55 WALKERS BROOK DR STE 100 · READING, MA 01867 | Advisory (Plan) | $25,820 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,724 | $79,171+27.2% | $102,423-1.7% | $74,495+35.2% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.5pp | 67.2%+27.8pp |
| Annual return | 12.93% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,877 | $4,415-12.2% | $5,053-23.3% | $4,346-10.8% |
| Admin fee / account holder | $85 | $2,001-95.8% | $9,451-99.1% | $1,942-95.6% |