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 10-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 ADVISORS4+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,928 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,484 | $50,958+22.6% | $74,550-16.2% | $64,186-2.7% |
| Participation rate | 85.4% | 61.1%+24.3pp | 69.1%+16.2pp | 69.6%+15.8pp |
| Annual return | -5.31% | -1.86%-3.5pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $402 | $1,115-64.0% | $1,961-79.5% | $2,381-83.1% |
| Participant deferral / active EE | $3,754 | $2,301+63.1% | $3,108+20.8% | $3,470+8.2% |
| Admin fee / account holder | $220 | $4,223-94.8% | $5,060-95.7% | $4,888-95.5% |