See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 26 · EIN 20-3527574 | Advisory (Participants) | $22,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,380 | $48,750+81.3% | $88,946-0.6% | $74,304+18.9% |
| Participation rate | 94.2% | 44.5%+49.7pp | 68.8%+25.4pp | 60.3%+33.9pp |
| Annual return | 19.32% | 25.91%-6.6pp | 57.82%-38.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,590 | $1,255+106.4% | $2,555+1.4% | $2,241+15.6% |
| Participant deferral / active EE | $11,947 | $2,423+393.0% | $4,581+160.8% | $3,767+217.1% |
| Admin fee / account holder | $195 | $3,756-94.8% | $8,261-97.6% | $2,969-93.4% |