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 Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $21,121 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $13,844 |
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 | $22,908 | $78,485-70.8% | $106,213-78.4% | $74,495-69.2% |
| Participation rate | 98.6% | 72.8%+25.7pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 11.34% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,189 | $2,523-13.2% | $3,171-31.0% | $2,623-16.6% |
| Participant deferral / active EE | $2,541 | $4,322-41.2% | $5,016-49.3% | $4,346-41.5% |
| Admin fee / account holder | $203 | $2,232-90.9% | $11,033-98.2% | $1,942-89.6% |