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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $42,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,601 | $65,322-60.8% | $70,449-63.7% | $73,488-65.2% |
| Participation rate | 33.9% | 77.0%-43.1pp | 75.1%-41.2pp | 70.7%-36.8pp |
| Annual return | -9.23% | 15.71%-24.9pp | 109.03%-118.3pp | 28.51%-37.7pp |
| Employer contribution / active EE | $1,571 | $2,460-36.1% | $2,737-42.6% | $2,270-30.8% |
| Participant deferral / active EE | $2,539 | $3,375-24.8% | $3,709-31.5% | $3,740-32.1% |
| Admin fee / account holder | $198 | $214-7.6% | $3,845-94.9% | $513-61.4% |