See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $35,470 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,356 | $80,724+18.1% | $103,333-7.7% | $74,495+28.0% |
| Participation rate | 95.8% | 65.7%+30.1pp | 74.5%+21.3pp | 67.2%+28.6pp |
| Annual return | 15.55% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $7,810 | $3,157+147.4% | $3,868+101.9% | $2,623+197.8% |
| Participant deferral / active EE | $7,500 | $3,860+94.3% | $5,057+48.3% | $4,346+72.6% |
| Admin fee / account holder | $238 | $2,368-89.9% | $8,355-97.1% | $1,942-87.7% |