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 10-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 |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $53,546 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,346 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $11,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,865 | $88,515-26.7% | $162,163-60.0% | $67,579-4.0% |
| Participation rate | 98.1% | 86.8%+11.3pp | 87.6%+10.5pp | 71.3%+26.8pp |
| Annual return | 19.93% | 27.04%-7.1pp | 115.59%-95.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,316 | $3,563-35.0% | $5,614-58.7% | $2,148+7.8% |
| Participant deferral / active EE | $4,380 | $5,724-23.5% | $7,298-40.0% | $3,539+23.7% |
| Admin fee / account holder | $119 | $124-3.9% | $10,843-98.9% | $142-16.5% |