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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,250 | $111,608-34.4% | $177,821-58.8% | $73,409-0.2% |
| Participation rate | 96.9% | 87.9%+9.0pp | 87.7%+9.1pp | 72.2%+24.7pp |
| Annual return | 16.01% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,425 | $3,796-36.1% | $5,918-59.0% | $2,234+8.5% |
| Participant deferral / active EE | $4,796 | $6,199-22.6% | $7,714-37.8% | $3,805+26.0% |
| Admin fee / account holder | $17 | $166-89.4% | $12,427-99.9% | $158-88.9% |