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 ADVISORS2 years Service code 15 · EIN 04-3527574 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $14,766 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,675 | $82,664-59.3% | $125,339-73.1% | $68,494-50.8% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -13.11% | -5.97%-7.1pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,703 | $3,381-49.6% | $4,814-64.6% | $2,596-34.4% |
| Participant deferral / active EE | $8,417 | $6,110+37.8% | $7,446+13.0% | $4,027+109.0% |
| Admin fee / account holder | $192 | $6,275-96.9% | $10,010-98.1% | $5,403-96.5% |