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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $81,608 |
NATIONAL FINANCIAL SERVICES7 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $11,488 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,605 | $71,964-65.8% | $167,512-85.3% | $85,563-71.2% |
| Participation rate | 96.4% | 61.0%+35.5pp | 77.1%+19.4pp | 66.0%+30.5pp |
| Annual return | 16.88% | 18.83%-2.0pp | 1615.79%-1598.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $458 | $1,875-75.6% | $3,882-88.2% | $2,654-82.8% |
| Participant deferral / active EE | $2,457 | $4,110-40.2% | $6,405-61.6% | $4,375-43.8% |
| Admin fee / account holder | $116 | $815-85.7% | $9,769-98.8% | $834-86.1% |