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 ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $34,007 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $33,141 |
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 | $232,409 | $93,571+148.4% | $135,903+71.0% | $75,163+209.2% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 23.41% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,876 | $3,537+9.6% | $4,856-20.2% | $2,670+45.2% |
| Participant deferral / active EE | $9,999 | $6,404+56.1% | $7,758+28.9% | $4,125+142.4% |
| Admin fee / account holder | $700 | $6,975-90.0% | $10,762-93.5% | $5,651-87.6% |