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 Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $7,202 |
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 | $142,741 | $77,660+83.8% | $109,143+30.8% | $79,386+79.8% |
| Participation rate | 44.7% | 67.8%-23.1pp | 75.9%-31.2pp | 70.7%-26.0pp |
| Annual return | 12.67% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,731 | $2,797-2.4% | $3,722-26.6% | $2,427+12.5% |
| Participant deferral / active EE | $3,927 | $3,518+11.6% | $4,653-15.6% | $4,046-2.9% |
| Admin fee / account holder | $87 | $732-88.1% | $6,752-98.7% | $626-86.1% |