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 ADVISORS4 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $17,911 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,348 | $76,050-18.0% | $96,544-35.4% | $71,457-12.7% |
| Participation rate | 38.1% | 74.4%-36.3pp | 76.0%-37.9pp | 67.9%-29.8pp |
| Annual return | 15.95% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $632 | $2,244-71.8% | $2,965-78.7% | $2,588-75.6% |
| Participant deferral / active EE | $2,119 | $4,215-49.7% | $4,851-56.3% | $4,289-50.6% |
| Admin fee / account holder | $357 | $2,707-86.8% | $8,252-95.7% | $1,587-77.5% |