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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,572 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,627 | $79,171+42.3% | $102,423+10.0% | $74,495+51.2% |
| Participation rate | 90.4% | 74.8%+15.6pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 11.58% | 54.93%-43.4pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,221 | $2,362-6.0% | $3,023-26.5% | $2,623-15.3% |
| Participant deferral / active EE | $8,223 | $4,415+86.2% | $5,053+62.7% | $4,346+89.2% |
| Admin fee / account holder | $291 | $2,001-85.5% | $9,451-96.9% | $1,942-85.0% |