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 ADVISORS6+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,191 | $65,041+12.5% | $90,951-19.5% | $79,858-8.3% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 12.33% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $428 | $1,247-65.7% | $2,122-79.8% | $2,471-82.7% |
| Participant deferral / active EE | $3,540 | $2,512+40.9% | $3,373+4.9% | $3,740-5.4% |
| Admin fee / account holder | $193 | $4,536-95.7% | $5,959-96.8% | $5,306-96.4% |