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 |
|---|---|---|
THE FIDUCIARY GROUP4 years Filed as: THE FIDUCIARY GROUP, LLC Service code 26 · EIN 47-3210786 | Advisory (Participants) | $34,147 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $27,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,904 | $44,764-6.4% | $68,791-39.1% | $64,808-35.3% |
| Participation rate | 62.0% | 64.8%-2.8pp | 69.0%-7.1pp | 71.5%-9.5pp |
| Annual return | -14.11% | -10.91%-3.2pp | -6.38%-7.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,551 | $1,775-12.7% | $2,655-41.6% | $2,506-38.1% |
| Participant deferral / active EE | $2,863 | $3,238-11.6% | $3,941-27.4% | $4,310-33.6% |
| Admin fee / account holder | $256 | $151+69.2% | $4,932-94.8% | $188+36.4% |