Filed February 26, 2025
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 BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $9,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,891 | $41,281-15.5% | $109,313-68.1% | $57,658-39.5% |
| Participation rate | 59.8% | 59.3%+0.5pp | 71.3%-11.4pp | 70.2%-10.4pp |
| Annual return | 6.97% | 8.97%-2.0pp | 22.07%-15.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $942 | $1,201-21.6% | $3,892-75.8% | $1,974-52.3% |
| Participant deferral / active EE | $2,296 | $2,223+3.3% | $3,166-27.5% | $3,061-25.0% |
| Admin fee / account holder | $48 | $75-36.6% | $5,666-99.2% | $95-49.6% |