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 Service code 27 · EIN 04-3422548 | Advisory (Plan) | $25,579 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $16,641 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,409 | $58,320+77.3% | $86,436+19.6% | $66,914+54.5% |
| Participation rate | 46.0% | 78.6%-32.6pp | 80.3%-34.3pp | 69.8%-23.8pp |
| Annual return | -16.75% | -9.71%-7.0pp | 4394.89%-4411.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,611 | $2,615-38.4% | $3,769-57.3% | $2,544-36.7% |
| Participant deferral / active EE | $3,024 | $6,899-56.2% | $6,952-56.5% | $4,237-28.6% |
| Admin fee / account holder | $634 | $546+16.2% | $6,731-90.6% | $593+6.9% |