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 ADVISORS4+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,087 | $84,936+49.6% | $111,297+14.2% | $79,386+60.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 77.3%+16.4pp | 70.7%+23.0pp |
| Annual return | 14.73% | 17.45%-2.7pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,203 | $1,979+11.3% | $2,731-19.3% | $2,427-9.2% |
| Participant deferral / active EE | $8,512 | $3,888+118.9% | $4,487+89.7% | $4,046+110.4% |
| Admin fee / account holder | $269 | $537-49.9% | $7,964-96.6% | $626-57.0% |