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 7-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 ADVISORS1+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,774 |
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 | $87,093 | $59,186+47.2% | $76,768+13.4% | $56,287+54.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 77.0%+11.9pp | 69.9%+19.0pp |
| Annual return | -4.40% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,777 | $1,759+1.1% | $2,485-28.5% | $2,111-15.8% |
| Participant deferral / active EE | $7,278 | $3,255+123.6% | $3,852+89.0% | $3,350+117.3% |
| Admin fee / account holder | $207 | $489-57.6% | $6,675-96.9% | $521-60.2% |