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 ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $29,016 |
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 | $69,982 | $89,652-21.9% | $141,162-50.4% | $65,185+7.4% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.5%+15.5pp | 70.2%+27.7pp |
| Annual return | 19.03% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $8,272 | $3,065+169.9% | $4,735+74.7% | $2,177+280.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $65 | $569-88.5% | $10,261-99.4% | $847-92.3% |