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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.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Service code 15 · EIN 04-3422848 | Recordkeeping | $39,914 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $34,115 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $14,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $106,150 | $48,750+117.7% | $88,946+19.3% | $74,304+42.9% |
| Participation rate | 96.9% | 44.5%+52.4pp | 68.8%+28.1pp | 60.3%+36.6pp |
| Annual return | 12.38% | 25.91%-13.5pp | 57.82%-45.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $5,645 | $1,255+349.8% | $2,555+120.9% | $2,241+151.9% |
| Participant deferral / active EE | $2,953 | $2,423+21.9% | $4,581-35.5% | $3,767-21.6% |
| Admin fee / account holder | $471 | $3,756-87.5% | $8,261-94.3% | $2,969-84.1% |