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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING9+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $49,621 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,268 | $50,815+28.4% | $155,509-58.0% | $77,643-15.9% |
| Participation rate | 58.4% | 63.1%-4.7pp | 78.2%-19.8pp | 70.6%-12.2pp |
| Annual return | 17.12% | 34.80%-17.7pp | 64.67%-47.5pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,194 | $1,993-40.1% | $4,672-74.5% | $2,726-56.2% |
| Participant deferral / active EE | $2,404 | $2,822-14.8% | $5,626-57.3% | $4,647-48.3% |
| Admin fee / account holder | $324 | $437-25.7% | $15,912-98.0% | $430-24.6% |