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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $52,881 |
THE FIDUCIARY GROUP6 years Filed as: THE FIDUCIARY GROUP, LLC Service code 26 · EIN 47-3210786 | Advisory (Participants) | $41,273 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,245 | $55,416+1.5% | $75,972-26.0% | $77,643-27.6% |
| Participation rate | 63.4% | 63.6%-0.1pp | 69.1%-5.6pp | 70.6%-7.1pp |
| Annual return | 14.67% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,812 | $1,788+1.3% | $2,685-32.5% | $2,726-33.5% |
| Participant deferral / active EE | $3,664 | $3,447+6.3% | $4,255-13.9% | $4,647-21.1% |
| Admin fee / account holder | $354 | $414-14.4% | $6,467-94.5% | $430-17.7% |