Filed August 23, 2024
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 ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $27,103 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,145 | $80,177-31.2% | $123,892-55.5% | $57,658-4.4% |
| Participation rate | 97.4% | 74.4%+22.9pp | 81.4%+16.0pp | 70.2%+27.2pp |
| Annual return | 7.37% | 17.90%-10.5pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $8,236 | $2,913+182.8% | $4,617+78.4% | $1,974+317.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $65 | $106-39.3% | $8,357-99.2% | $95-31.7% |