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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,030 |
SENTINEL PENSION ADVISORS3 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 | $97,971 | $79,171+23.7% | $102,423-4.3% | $74,495+31.5% |
| Participation rate | 73.5% | 74.8%-1.3pp | 76.5%-3.0pp | 67.2%+6.3pp |
| Annual return | 14.04% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $686 | $2,362-71.0% | $3,023-77.3% | $2,623-73.9% |
| Participant deferral / active EE | $4,235 | $4,415-4.1% | $5,053-16.2% | $4,346-2.6% |
| Admin fee / account holder | $409 | $2,001-79.6% | $9,451-95.7% | $1,942-78.9% |