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 ADVISORS5+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $20,770 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $18,337 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,248 | $58,655+43.6% | $91,989-8.4% | $65,185+29.2% |
| Participation rate | 43.3% | 75.3%-32.0pp | 78.6%-35.3pp | 70.2%-26.9pp |
| Annual return | 20.50% | 33.92%-13.4pp | 69.02%-48.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,190 | $2,080-42.8% | $3,452-65.5% | $2,177-45.3% |
| Participant deferral / active EE | $2,079 | $5,474-62.0% | $5,923-64.9% | $3,514-40.8% |
| Admin fee / account holder | $545 | $434+25.5% | $7,743-93.0% | $847-35.7% |