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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,295 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,332 | $52,293-36.3% | $178,490-81.3% | $73,409-54.6% |
| Participation rate | 42.2% | 65.3%-23.2pp | 81.9%-39.7pp | 72.2%-30.0pp |
| Annual return | 6.02% | 34.75%-28.7pp | 151.07%-145.1pp | 59.29%-53.3pp |
| Employer contribution / active EE | $964 | $1,735-44.4% | $5,011-80.8% | $2,234-56.8% |
| Participant deferral / active EE | $1,510 | $2,332-35.2% | $5,202-71.0% | $3,805-60.3% |
| Admin fee / account holder | $76 | $127-40.5% | $13,984-99.5% | $158-52.0% |