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 ADVISORS6+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $6,155 |
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 | $143,806 | $69,362+107.3% | $101,248+42.0% | $73,488+95.7% |
| Participation rate | 21.9% | 68.4%-46.5pp | 75.8%-53.9pp | 70.7%-48.8pp |
| Annual return | 11.86% | 18.46%-6.6pp | 46.47%-34.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,189 | $2,628-54.8% | $3,660-67.5% | $2,270-47.6% |
| Participant deferral / active EE | $1,812 | $3,300-45.1% | $4,370-58.5% | $3,740-51.6% |
| Admin fee / account holder | $83 | $704-88.2% | $5,945-98.6% | $513-83.8% |