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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.
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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 ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $44,018 |
SENTINEL PENSION ADVISORS7+ years Service code 27 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $34,000 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (other than securities); Di... | $13,697 |
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,695 | $86,225+158.3% | $146,665+51.8% | $86,799+156.6% |
| Participation rate | 56.5% | 78.0%-21.5pp | 80.1%-23.6pp | 72.3%-15.8pp |
| Annual return | 19.32% | 31.23%-11.9pp | 22.74%-3.4pp | 97.91%-78.6pp |
| Employer contribution / active EE | $533 | $2,392-77.7% | $4,136-87.1% | $2,405-77.8% |
| Participant deferral / active EE | $5,154 | $4,245+21.4% | $5,506-6.4% | $4,131+24.8% |
| Admin fee / account holder | $510 | $195+161.1% | $10,280-95.0% | $170+200.8% |