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 ADVISORS5 years Service code 15 · EIN 04-3422848 | Recordkeeping | $35,701 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,502 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $18,500 |
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 | $78,468 | $37,393+109.8% | $77,024+1.9% | $66,914+17.3% |
| Participation rate | 99.2% | 52.9%+46.4pp | 67.9%+31.3pp | 69.8%+29.4pp |
| Annual return | -14.01% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $5,035 | $1,531+228.9% | $2,812+79.0% | $2,544+97.9% |
| Participant deferral / active EE | $2,771 | $2,617+5.9% | $4,426-37.4% | $4,237-34.6% |
| Admin fee / account holder | $440 | $567-22.3% | $5,425-91.9% | $593-25.8% |