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 BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $39,478 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $30,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,845 | $102,317+150.1% | $146,958+74.1% | $80,856+216.4% |
| Participation rate | 81.9% | 75.8%+6.1pp | 82.2%-0.2pp | 67.6%+14.3pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,890 | $3,713-22.2% | $4,933-41.4% | $2,755+4.9% |
| Participant deferral / active EE | $12,466 | $6,644+87.6% | $8,070+54.5% | $4,296+190.2% |
| Admin fee / account holder | $747 | $7,941-90.6% | $12,998-94.3% | $6,918-89.2% |