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 6-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 Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,551 | $42,894-38.1% | $60,874-56.4% | $68,494-61.2% |
| Participation rate | 35.9% | 66.8%-30.9pp | 73.1%-37.2pp | 67.9%-32.0pp |
| Annual return | -16.66% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,511 | $1,978-23.6% | $2,701-44.0% | $2,596-41.8% |
| Participant deferral / active EE | $2,615 | $2,867-8.8% | $3,817-31.5% | $4,027-35.1% |
| Admin fee / account holder | $143 | $3,101-95.4% | $3,224-95.6% | $5,403-97.4% |