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 ADVISORS8 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $22,520 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,456 | $88,083-59.7% | $164,813-78.5% | $74,495-52.4% |
| Participation rate | 98.9% | 73.0%+25.8pp | 78.6%+20.2pp | 67.2%+31.7pp |
| Annual return | 14.43% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,498 | $2,593-42.2% | $4,341-65.5% | $2,623-42.9% |
| Participant deferral / active EE | $4,885 | $4,498+8.6% | $6,031-19.0% | $4,346+12.4% |
| Admin fee / account holder | $71 | $2,234-96.8% | $12,690-99.4% | $1,942-96.3% |