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 ADVISORS2+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,864 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $52,884-22.4% | $84,750-51.6% | $55,167-25.6% |
| Participation rate | 46.2% | 67.5%-21.3pp | 76.6%-30.4pp | 69.0%-22.8pp |
| Annual return | 6.39% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,123 | $2,233-49.7% | $3,574-68.6% | $1,963-42.8% |
| Participant deferral / active EE | $1,986 | $2,644-24.9% | $3,712-46.5% | $3,054-35.0% |
| Admin fee / account holder | $231 | $581-60.2% | $5,332-95.7% | $504-54.2% |