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 Service code 27 · EIN 04-3422848 | Advisory (Plan) | $27,592 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $23,233 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,891 | $56,485+2.5% | $185,823-68.8% | $86,799-33.3% |
| Participation rate | 72.6% | 65.5%+7.2pp | 81.7%-9.1pp | 72.3%+0.4pp |
| Annual return | 27.54% | 118.04%-90.5pp | 122.05%-94.5pp | 97.91%-70.4pp |
| Employer contribution / active EE | $1,686 | $1,843-8.5% | $5,167-67.4% | $2,405-29.9% |
| Participant deferral / active EE | $4,682 | $2,553+83.4% | $5,568-15.9% | $4,131+13.3% |
| Admin fee / account holder | $194 | $150+29.5% | $16,237-98.8% | $170+14.3% |