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, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $30,103 |
SENTINEL PENSION ADVISORS4 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,407 | $88,890-17.4% | $102,423-28.3% | $77,643-5.5% |
| Participation rate | 58.1% | 80.9%-22.8pp | 76.5%-18.4pp | 70.6%-12.4pp |
| Annual return | 14.56% | 24.98%-10.4pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,880 | $5,145-63.5% | $5,053-62.8% | $4,647-59.6% |
| Admin fee / account holder | $258 | $235+9.7% | $9,451-97.3% | $430-40.0% |