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 ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $11,061 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,179 | $85,202-54.0% | $172,739-77.3% | $72,985-46.3% |
| Participation rate | 80.5% | 70.1%+10.4pp | 82.6%-2.2pp | 69.5%+11.0pp |
| Annual return | 18.90% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,688 | $3,324+10.9% | $5,143-28.3% | $2,440+51.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $157 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |