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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $21,629 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,647 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,935 | $62,928-46.1% | $172,739-80.4% | $67,579-49.8% |
| Participation rate | 72.1% | 64.5%+7.7pp | 82.6%-10.5pp | 71.3%+0.8pp |
| Annual return | 9.43% | 30.36%-20.9pp | 802.84%-793.4pp | 378.56%-369.1pp |
| Employer contribution / active EE | $780 | $1,636-52.3% | $5,143-84.8% | $2,148-63.7% |
| Participant deferral / active EE | $4,290 | $2,145+100.0% | $5,198-17.5% | $3,539+21.2% |
| Admin fee / account holder | $147 | $167-11.8% | $13,954-98.9% | $142+3.3% |