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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $43,254 |
Filed as: CAP TRUST Service code 15 · EIN 56-1984030 | Recordkeeping | $25,000 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $11,069 |
SENTINEL PENSION ADVISORS7 years Service code 15 · EIN 04-3422848 | Recordkeeping | $6,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,474 | $101,317+339.7% | $146,958+203.1% | $74,495+498.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 20.36% | 8730.91%-8710.6pp | 418.34%-398.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $164 | $3,810-95.7% | $4,933-96.7% | $2,623-93.8% |
| Participant deferral / active EE | $11,449 | $7,303+56.8% | $8,070+41.9% | $4,346+163.4% |
| Admin fee / account holder | $473 | $1,739-72.8% | $12,998-96.4% | $1,942-75.7% |