See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $17,468 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,253 | $84,487-58.3% | $125,339-71.9% | $66,914-47.3% |
| Participation rate | 60.2% | 76.4%-16.3pp | 82.4%-22.2pp | 69.8%-9.7pp |
| Annual return | -17.22% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,485 | $3,553-30.1% | $4,814-48.4% | $2,544-2.3% |
| Participant deferral / active EE | $4,402 | $6,781-35.1% | $7,446-40.9% | $4,237+3.9% |
| Admin fee / account holder | $125 | $685-81.7% | $10,010-98.8% | $593-78.9% |