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 |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,425 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,750 |
Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,619 | $81,900+19.2% | $119,609-18.4% | $68,494+42.5% |
| Participation rate | 61.3% | 71.9%-10.6pp | 79.3%-18.0pp | 67.9%-6.6pp |
| Annual return | -14.96% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,617 | $2,693-2.8% | $4,232-38.2% | $2,596+0.8% |
| Participant deferral / active EE | $5,231 | $4,148+26.1% | $5,602-6.6% | $4,027+29.9% |
| Admin fee / account holder | $427 | $6,582-93.5% | $10,323-95.9% | $5,403-92.1% |