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 13 · EIN 04-3422848 | Contract Administrator | $18,194 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,836 | $48,795+200.9% | $65,493+124.2% | $84,808+73.1% |
| Participation rate | 95.5% | 67.0%+28.5pp | 73.1%+22.4pp | 68.3%+27.2pp |
| Annual return | 11.54% | 20.20%-8.7pp | 982.45%-970.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $8,505 | $1,930+340.8% | $2,574+230.4% | $2,631+223.3% |
| Participant deferral / active EE | $14,521 | $2,928+395.9% | $3,961+266.6% | $4,212+244.8% |
| Admin fee / account holder | $122 | $3,877-96.9% | $5,028-97.6% | $7,344-98.3% |