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 PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,738 |
Participant contribution per participant 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 | $32,626 | $91,407-64.3% | $135,903-76.0% | $71,457-54.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.62% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,796 | $3,703+2.5% | $4,856-21.8% | $2,588+46.7% |
| Participant deferral / active EE | $1,324 | $7,092-81.3% | $7,758-82.9% | $4,289-69.1% |
| Admin fee / account holder | $142 | $1,266-88.8% | $10,762-98.7% | $1,587-91.1% |