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 ADVISORS8 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $58,465 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,500 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $41,755 |
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 | $140,208 | $60,323+132.4% | $81,812+71.4% | $74,495+88.2% |
| Participation rate | 98.7% | 62.9%+35.9pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 11.61% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $9,894 | $2,620+277.6% | $2,912+239.8% | $2,623+277.2% |
| Participant deferral / active EE | $8,416 | $3,387+148.5% | $4,319+94.9% | $4,346+93.7% |
| Admin fee / account holder | $454 | $1,486-69.5% | $7,386-93.9% | $1,942-76.6% |