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 ADVISORS4+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $20,301 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,743 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,270 | $61,214+8.3% | $83,333-20.5% | $56,287+17.7% |
| Participation rate | 37.9% | 72.6%-34.7pp | 77.8%-39.9pp | 69.9%-31.9pp |
| Annual return | -6.68% | 0.42%-7.1pp | 10.63%-17.3pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,092 | $1,925-43.3% | $3,379-67.7% | $2,111-48.3% |
| Participant deferral / active EE | $1,806 | $5,091-64.5% | $5,565-67.6% | $3,350-46.1% |
| Admin fee / account holder | $428 | $512-16.4% | $7,510-94.3% | $521-17.9% |