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 ADVISORS7 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $33,358 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $29,822 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,841 | $50,815+37.4% | $155,509-55.1% | $77,643-10.0% |
| Participation rate | 65.4% | 63.1%+2.3pp | 78.2%-12.7pp | 70.6%-5.1pp |
| Annual return | 15.66% | 34.80%-19.1pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,672 | $1,993-16.1% | $4,672-64.2% | $2,726-38.7% |
| Participant deferral / active EE | $4,987 | $2,822+76.7% | $5,626-11.4% | $4,647+7.3% |
| Admin fee / account holder | $226 | $437-48.2% | $15,912-98.6% | $430-47.5% |