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.
| Provider | Service type | Compensation |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT, INC Service code 27 · EIN 02-0580939 | Advisory (Plan) | $26,305 |
SENTINEL PENSION LLC2+ years Filed as: SENTINEL PENSION, LLC Service code 13 · EIN 46-0570503 | Contract Administrator | $22,047 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,341 |
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 | $72,299 | $86,944-16.8% | $107,525-32.8% | $74,304-2.7% |
| Participation rate | 97.3% | 59.6%+37.7pp | 75.1%+22.2pp | 60.3%+36.9pp |
| Annual return | 18.15% | 23.52%-5.4pp | 181.32%-163.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $613 | $2,757-77.8% | $3,754-83.7% | $2,241-72.6% |
| Participant deferral / active EE | $8,867 | $3,554+149.5% | $5,116+73.3% | $3,767+135.4% |
| Admin fee / account holder | $316 | $3,727-91.5% | $8,919-96.5% | $2,969-89.4% |