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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,519 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,576 | $95,274+17.1% | $135,903-17.9% | $74,419+49.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.65% | 32.77%-12.1pp | 68.23%-47.6pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,575 | $3,874+18.1% | $4,856-5.8% | $2,637+73.5% |
| Participant deferral / active EE | $10,426 | $7,782+34.0% | $7,758+34.4% | $4,528+130.2% |
| Admin fee / account holder | $23 | $266-91.2% | $10,762-99.8% | $348-93.3% |