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 10-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 Service code 27 · EIN 04-3422848 | Advisory (Plan) | $10,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,534 | $51,769+210.1% | $57,343+180.0% | $52,331+206.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.62% | 2.43%+0.2pp | 24.39%-21.8pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,657 | $2,335-29.1% | $2,689-38.4% | $1,882-12.0% |
| Participant deferral / active EE | $2,109 | $2,794-24.5% | $3,162-33.3% | $3,022-30.2% |
| Admin fee / account holder | $38 | $295-87.2% | $3,356-98.9% | $592-93.6% |