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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $16,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,759 | $111,491-28.5% | $189,513-57.9% | $86,799-8.1% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.8%+10.6pp | 72.3%+26.1pp |
| Annual return | 16.63% | 83.50%-66.9pp | 555.15%-538.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $2,677 | $3,951-32.2% | $6,162-56.6% | $2,405+11.3% |
| Participant deferral / active EE | $5,359 | $6,437-16.7% | $8,221-34.8% | $4,131+29.7% |
| Admin fee / account holder | $24 | $189-87.4% | $12,045-99.8% | $170-86.0% |