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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $16,837 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,482 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,734 | $58,726-17.0% | $92,233-47.2% | $62,292-21.8% |
| Participation rate | 44.6% | 68.3%-23.8pp | 76.5%-31.9pp | 69.5%-25.0pp |
| Annual return | 17.71% | 43.62%-25.9pp | 176.28%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,195 | $2,392-50.1% | $3,679-67.5% | $2,042-41.5% |
| Participant deferral / active EE | $2,035 | $2,766-26.4% | $3,897-47.8% | $3,169-35.8% |
| Admin fee / account holder | $299 | $556-46.2% | $5,194-94.2% | $479-37.6% |