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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $60,869 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,920 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 13-3180817 | Securities Custodian | $16,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,312 | $39,948+51.0% | $89,391-32.5% | $73,409-17.8% |
| Participation rate | 85.8% | 50.4%+35.4pp | 68.0%+17.8pp | 72.2%+13.6pp |
| Annual return | 20.02% | 50.12%-30.1pp | 245.62%-225.6pp | 59.29%-39.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,082 | $2,193+131.8% | $3,890+30.6% | $3,805+33.5% |
| Admin fee / account holder | $236 | $134+75.9% | $4,881-95.2% | $158+49.6% |