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 ADVISORS9 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $28,115 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,486 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $6,172 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,348 | $67,984-46.5% | $65,493-44.5% | $74,304-51.1% |
| Participation rate | 95.0% | 66.3%+28.7pp | 73.1%+22.0pp | 60.3%+34.7pp |
| Annual return | 10.63% | 19.87%-9.2pp | 982.45%-971.8pp | 29.43%-18.8pp |
| Employer contribution / active EE | $1,170 | $2,491-53.0% | $2,574-54.5% | $2,241-47.8% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $158 | $1,373-88.5% | $5,028-96.9% | $2,969-94.7% |