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 | $47,300 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,184 | $95,542-77.8% | $69,455-69.5% | $67,579-68.7% |
| Participation rate | 38.1% | 79.4%-41.3pp | 74.6%-36.6pp | 71.3%-33.2pp |
| Annual return | 23.64% | 17.67%+6.0pp | 28.97%-5.3pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,028 | $2,989-65.6% | $2,779-63.0% | $2,148-52.1% |
| Participant deferral / active EE | $1,712 | $3,263-47.5% | $3,535-51.6% | $3,539-51.6% |
| Admin fee / account holder | $167 | $90+86.1% | $3,839-95.6% | $142+17.5% |