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 ADVISORS6+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $21,396 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $15,229 |
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 | $94,418 | $66,813+41.3% | $100,516-6.1% | $73,488+28.5% |
| Participation rate | 46.0% | 77.5%-31.5pp | 79.4%-33.4pp | 70.7%-24.7pp |
| Annual return | 12.64% | 25.70%-13.1pp | 30.89%-18.2pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,340 | $2,147-37.6% | $3,418-60.8% | $2,270-41.0% |
| Participant deferral / active EE | $2,492 | $5,883-57.6% | $6,270-60.3% | $3,740-33.4% |
| Admin fee / account holder | $480 | $512-6.3% | $8,081-94.1% | $513-6.4% |