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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,345 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,964 | $61,272-80.5% | $149,673-92.0% | $71,457-83.3% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 18.57% | 35.85%-17.3pp | 134.42%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,015 | $2,378-57.3% | $4,818-78.9% | $2,588-60.8% |
| Participant deferral / active EE | $2,709 | $2,917-7.1% | $5,680-52.3% | $4,289-36.8% |
| Admin fee / account holder | $109 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |