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 Service code 15 · EIN 04-3422848 | Recordkeeping | $34,771 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $23,061 |
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,428 | $43,133+100.4% | $89,391-3.3% | $73,488+17.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 14.79% | 135.66%-120.9pp | 245.62%-230.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,416 | $1,438+276.7% | $2,586+109.5% | $2,270+138.6% |
| Participant deferral / active EE | $2,537 | $2,445+3.8% | $3,890-34.8% | $3,740-32.1% |
| Admin fee / account holder | $338 | $444-23.8% | $4,881-93.1% | $513-34.1% |