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 5-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 |
|---|---|---|
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $40,251 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $14,683 |
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 | $186,654 | $845,484-77.9% | $177,989+4.9% | - |
| Participation rate | 98.0% | 64.0%+34.0pp | 77.1%+20.9pp | - |
| Annual return | 15.91% | 8.37%+7.5pp | 294.48%-278.6pp | - |
| Employer contribution / active EE | $6,793 | $2,463+175.8% | $3,949+72.0% | - |
| Participant deferral / active EE | $13,039 | $5,196+150.9% | $6,276+107.8% | - |
| Admin fee / account holder | $434 | $34,598-98.7% | $10,363-95.8% | - |