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 ADVISORS5+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $18,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,663 |
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 | $81,002 | $58,512+38.4% | $84,015-3.6% | $72,985+11.0% |
| Participation rate | 81.3% | 61.2%+20.1pp | 69.0%+12.3pp | 69.5%+11.8pp |
| Annual return | 25.97% | 28.93%-3.0pp | 71.31%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $409 | $1,163-64.9% | $1,983-79.4% | $2,440-83.2% |
| Participant deferral / active EE | $3,610 | $2,394+50.8% | $3,239+11.5% | $3,607+0.1% |
| Admin fee / account holder | $208 | $4,569-95.4% | $6,101-96.6% | $5,124-95.9% |