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 ADVISORS8+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $5,533 |
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 | $143,400 | $64,707+121.6% | $112,228+27.8% | $68,494+109.4% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -16.28% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,400 | $2,746+23.8% | $3,635-6.4% | $2,596+31.0% |
| Participant deferral / active EE | $4,741 | $3,565+33.0% | $4,728+0.3% | $4,027+17.7% |
| Admin fee / account holder | $76 | $5,232-98.6% | $6,410-98.8% | $5,403-98.6% |