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 |
|---|---|---|
SENTINEL PENSION LLC1+ years Filed as: SENTINEL PENSION, LLC Service code 13 · EIN 46-0570503 | Contract Administrator | $27,691 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT, INC Service code 27 · EIN 02-0580939 | Advisory (Plan) | $17,010 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,284 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,738 | $80,724-23.5% | $103,333-40.3% | $74,495-17.1% |
| Participation rate | 91.1% | 65.7%+25.5pp | 74.5%+16.6pp | 67.2%+23.9pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.88%-24.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $600 | $3,157-81.0% | $3,868-84.5% | $2,623-77.1% |
| Participant deferral / active EE | $5,980 | $3,860+54.9% | $5,057+18.2% | $4,346+37.6% |
| Admin fee / account holder | $221 | $2,368-90.7% | $8,355-97.4% | $1,942-88.6% |