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 ADVISORS2+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $36,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,114 |
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 | $103,015 | $65,376+57.6% | $87,100+18.3% | $65,185+58.0% |
| Participation rate | 91.9% | 75.3%+16.5pp | 76.9%+15.0pp | 70.2%+21.7pp |
| Annual return | 25.48% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,167 | $1,822+18.9% | $2,521-14.0% | $2,177-0.4% |
| Participant deferral / active EE | $7,429 | $3,388+119.2% | $4,049+83.5% | $3,514+111.4% |
| Admin fee / account holder | $211 | $520-59.4% | $7,497-97.2% | $847-75.1% |