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 ADVISORS3+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $38,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,039 |
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 | $114,283 | $73,638+55.2% | $95,952+19.1% | $73,488+55.5% |
| Participation rate | 92.4% | 76.2%+16.2pp | 77.1%+15.3pp | 70.7%+21.7pp |
| Annual return | 13.05% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,004 | $1,863+7.5% | $2,541-21.1% | $2,270-11.7% |
| Participant deferral / active EE | $7,437 | $3,617+105.6% | $4,167+78.5% | $3,740+98.9% |
| Admin fee / account holder | $231 | $482-52.1% | $6,795-96.6% | $513-55.0% |