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 |
|---|---|---|
Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $17,149 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $14,168 |
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 | $41,295 | $155,795-73.5% | $136,294-69.7% | $69,631-40.7% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 70.7%+20.2pp |
| Annual return | 24.52% | 232464.33%-232439.8pp | 5155.94%-5131.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $1,393 | $2,991-53.4% | $4,695-70.3% | $2,032-31.4% |
| Participant deferral / active EE | $9,386 | $5,394+74.0% | $6,247+50.2% | $3,224+191.2% |
| Admin fee / account holder | $118 | $128-8.0% | $9,243-98.7% | $110+6.8% |