See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE FIDUCIARY GROUP6 years Service code 27 · EIN 58-1111219 | Advisory (Plan) | $30,400 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $24,952 |
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 | $84,722 | $65,061+30.2% | $143,757-41.1% | $66,914+26.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.25% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $7,654 | $2,361+224.2% | $4,951+54.6% | $2,544+200.8% |
| Participant deferral / active EE | $4,215 | $2,919+44.4% | $5,637-25.2% | $4,237-0.5% |
| Admin fee / account holder | $326 | $502-35.1% | $14,673-97.8% | $593-45.1% |