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 ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,077 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $10,634 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $5,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,517 | $60,989-43.4% | $60,874-43.3% | $66,914-48.4% |
| Participation rate | 95.5% | 74.5%+21.0pp | 73.1%+22.4pp | 69.8%+25.7pp |
| Annual return | -12.46% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,122 | $2,661-57.8% | $2,701-58.5% | $2,544-55.9% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $162 | $338-52.2% | $3,224-95.0% | $593-72.7% |