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 9-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 |
|---|---|---|
THE FIDUCIARY GROUP7 years Service code 27 · EIN 58-1111219 | Advisory (Plan) | $41,815 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $14,276 |
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 | $112,388 | $61,272+83.4% | $149,673-24.9% | $71,457+57.3% |
| Participation rate | 95.7% | 62.5%+33.2pp | 78.8%+16.9pp | 67.9%+27.8pp |
| Annual return | 17.89% | 35.85%-18.0pp | 134.42%-116.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $8,166 | $2,378+243.4% | $4,818+69.5% | $2,588+215.6% |
| Participant deferral / active EE | $4,310 | $2,917+47.7% | $5,680-24.1% | $4,289+0.5% |
| Admin fee / account holder | $357 | $1,261-71.7% | $13,210-97.3% | $1,587-77.5% |