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 ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $14,995 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,304 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,512 | $65,061-85.4% | $143,757-93.4% | $66,914-85.8% |
| Participation rate | 92.6% | 65.2%+27.5pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -18.78% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $924 | $2,361-60.9% | $4,951-81.3% | $2,544-63.7% |
| Participant deferral / active EE | $2,322 | $2,919-20.4% | $5,637-58.8% | $4,237-45.2% |
| Admin fee / account holder | $113 | $502-77.5% | $14,673-99.2% | $593-81.0% |