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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,005 |
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 | $71,404 | $100,801-29.2% | $149,696-52.3% | $73,409-2.7% |
| Participation rate | 98.8% | 77.7%+21.1pp | 82.5%+16.4pp | 72.2%+26.7pp |
| Annual return | 11.11% | 265.34%-254.2pp | 276.60%-265.5pp | 59.29%-48.2pp |
| Employer contribution / active EE | $7,948 | $3,312+140.0% | $4,644+71.1% | $2,234+255.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $57 | $181-68.5% | $9,309-99.4% | $158-63.9% |