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 ADVISORS2+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $26,288 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $17,729 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $5,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,020 | $46,173+60.3% | $170,442-56.6% | $69,631+6.3% |
| Participation rate | 38.3% | 63.9%-25.6pp | 83.6%-45.3pp | 70.7%-32.3pp |
| Annual return | 11.82% | 21.62%-9.8pp | 205.93%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,097 | $2,080+0.8% | $4,939-57.5% | $3,224-35.0% |
| Admin fee / account holder | $195 | $116+68.4% | $13,880-98.6% | $110+76.8% |