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 ADVISORS8+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,589 | $59,805+33.1% | $79,5500% | $68,494+16.2% |
| Participation rate | 92.6% | 61.1%+31.6pp | 69.5%+23.2pp | 67.9%+24.8pp |
| Annual return | -19.27% | -12.30%-7.0pp | 0.16%-19.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $539 | $1,505-64.2% | $2,413-77.7% | $2,596-79.2% |
| Participant deferral / active EE | $5,634 | $3,024+86.3% | $3,985+41.4% | $4,027+39.9% |
| Admin fee / account holder | $254 | $4,835-94.8% | $6,832-96.3% | $5,403-95.3% |