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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 ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $24,750 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,648 | $76,050+4.7% | $96,544-17.5% | $71,457+11.5% |
| Participation rate | 74.3% | 74.4%-0.1pp | 76.0%-1.7pp | 67.9%+6.4pp |
| Annual return | 17.89% | 22.81%-4.9pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $724 | $2,244-67.7% | $2,965-75.6% | $2,588-72.0% |
| Participant deferral / active EE | $3,771 | $4,215-10.5% | $4,851-22.3% | $4,289-12.1% |
| Admin fee / account holder | $353 | $2,707-87.0% | $8,252-95.7% | $1,587-77.8% |