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 |
|---|---|---|
Filed as: SENTINEL SECURITIES, INC. Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $10,282 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,419 | $81,900-50.6% | $119,609-66.2% | $68,494-41.0% |
| Participation rate | 59.1% | 71.9%-12.8pp | 79.3%-20.2pp | 67.9%-8.8pp |
| Annual return | -14.54% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,904 | $2,693-29.3% | $4,232-55.0% | $2,596-26.7% |
| Participant deferral / active EE | $3,315 | $4,148-20.1% | $5,602-40.8% | $4,027-17.7% |
| Admin fee / account holder | $241 | $6,582-96.3% | $10,323-97.7% | $5,403-95.5% |