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 ADVISORS5+ years Filed as: SENTINEL SECURITIES INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,595 | $65,435+58.3% | $86,677+19.5% | $66,914+54.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -15.96% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,616 | $2,153+67.9% | $2,836+27.5% | $2,544+42.1% |
| Participant deferral / active EE | $8,644 | $4,100+110.8% | $4,656+85.7% | $4,237+104.0% |
| Admin fee / account holder | $245 | $642-61.8% | $7,493-96.7% | $593-58.7% |