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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $20,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,609 | $80,753-21.2% | $136,294-53.3% | $62,292+2.1% |
| Participation rate | 96.4% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.9pp |
| Annual return | 12.15% | 35.83%-23.7pp | 5155.94%-5143.8pp | 28.90%-16.7pp |
| Employer contribution / active EE | $7,560 | $2,884+162.2% | $4,695+61.0% | $2,042+270.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $49 | $525-90.6% | $9,243-99.5% | $479-89.7% |