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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $23,675 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,672 |
TMI CPA, P.C.6 years Service code 10 · EIN 47-2426908 | Accounting | $16,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,153 | $48,230+37.2% | $67,502-2.0% | $80,856-18.2% |
| Participation rate | 80.9% | 66.4%+14.5pp | 72.9%+8.0pp | 67.6%+13.2pp |
| Annual return | 11.21% | 18.28%-7.1pp | 3512.12%-3500.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $9,508 | $2,020+370.8% | $2,731+248.2% | $2,755+245.1% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $512 | $3,681-86.1% | $3,998-87.2% | $6,918-92.6% |