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 Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,828 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $11,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,187 | $71,516-64.8% | $98,439-74.4% | $71,457-64.8% |
| Participation rate | 59.9% | 72.7%-12.8pp | 75.2%-15.3pp | 67.9%-8.0pp |
| Annual return | 21.94% | 32.41%-10.5pp | 21.16%+0.8pp | 28.85%-6.9pp |
| Employer contribution / active EE | $996 | $2,399-58.5% | $3,048-67.3% | $2,588-61.5% |
| Participant deferral / active EE | $1,830 | $4,109-55.5% | $4,738-61.4% | $4,289-57.3% |
| Admin fee / account holder | $286 | $1,675-82.9% | $8,948-96.8% | $1,587-82.0% |