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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $28,070 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,000 |
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 | $118,047 | $87,870+34.3% | $113,168+4.3% | $74,304+58.9% |
| Participation rate | 73.8% | 70.7%+3.1pp | 76.6%-2.8pp | 60.3%+13.5pp |
| Annual return | 16.32% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.1pp |
| Employer contribution / active EE | $815 | $2,277-64.2% | $2,975-72.6% | $2,241-63.6% |
| Participant deferral / active EE | $4,447 | $4,241+4.9% | $5,107-12.9% | $3,767+18.1% |
| Admin fee / account holder | $413 | $3,368-87.7% | $12,068-96.6% | $2,969-86.1% |