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 ADVISORS11+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $44,995 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $6,795 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,881 | $66,098+72.3% | $101,794+11.9% | $74,304+53.3% |
| Participation rate | 90.1% | 53.8%+36.4pp | 69.2%+21.0pp | 60.3%+29.8pp |
| Annual return | 17.36% | 19.59%-2.2pp | 30.53%-13.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,389 | $1,082+213.3% | $2,289+48.0% | $2,241+51.2% |
| Participant deferral / active EE | $6,279 | $2,781+125.8% | $4,084+53.7% | $3,767+66.7% |
| Admin fee / account holder | $220 | $4,146-94.7% | $8,777-97.5% | $2,969-92.6% |