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 ADVISORS3+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $19,209 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,393 | $59,535-8.6% | $90,160-39.7% | $62,292-12.7% |
| Participation rate | 35.2% | 73.0%-37.8pp | 76.9%-41.6pp | 69.5%-34.3pp |
| Annual return | 17.54% | 23.53%-6.0pp | 34.88%-17.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $953 | $1,826-47.8% | $3,318-71.3% | $2,042-53.3% |
| Participant deferral / active EE | $1,579 | $4,639-66.0% | $5,288-70.1% | $3,169-50.2% |
| Admin fee / account holder | $237 | $337-29.6% | $5,943-96.0% | $479-50.6% |