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 Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,754 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $8,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,269 | $55,415-72.4% | $155,509-90.2% | $74,495-79.5% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 16.51% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,061 | $2,267-53.2% | $4,672-77.3% | $2,623-59.5% |
| Participant deferral / active EE | $2,869 | $2,836+1.2% | $5,626-49.0% | $4,346-34.0% |
| Admin fee / account holder | $134 | $1,738-92.3% | $15,912-99.2% | $1,942-93.1% |