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 3-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, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $39,607 |
SENTINEL PENSION ADVISORS3+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,960 |
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 | $17,608 | $50,815-65.3% | $155,509-88.7% | $77,643-77.3% |
| Participation rate | 82.5% | 63.1%+19.4pp | 78.2%+4.3pp | 70.6%+11.9pp |
| Annual return | 18.86% | 34.80%-15.9pp | 64.67%-45.8pp | 31.24%-12.4pp |
| Employer contribution / active EE | $1,040 | $1,993-47.8% | $4,672-77.7% | $2,726-61.8% |
| Participant deferral / active EE | $3,862 | $2,822+36.8% | $5,626-31.4% | $4,647-16.9% |
| Admin fee / account holder | $96 | $437-78.0% | $15,912-99.4% | $430-77.7% |