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 GROUP8 years Service code 27 · EIN 58-1111219 | Advisory (Plan) | $45,115 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $15,220 |
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 | $136,184 | $55,415+145.8% | $155,509-12.4% | $74,495+82.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.91% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $8,475 | $2,267+273.8% | $4,672+81.4% | $2,623+223.1% |
| Participant deferral / active EE | $4,872 | $2,836+71.8% | $5,626-13.4% | $4,346+12.1% |
| Admin fee / account holder | $398 | $1,738-77.1% | $15,912-97.5% | $1,942-79.5% |