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 3-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 ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $22,882 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,788 | $140,588-44.7% | $123,104-36.8% | $125,391-38.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | 2.68% | 16.80%-14.1pp | 13.22%-10.5pp | 282.22%-279.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,992 | $6,980+114.8% | $6,230+140.7% | $5,352+180.2% |
| Admin fee / account holder | $1,581 | $11,198-85.9% | $9,015-82.5% | $9,540-83.4% |