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 ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,993 |
SENTINEL PENSION ADVISORS3 years Service code 16 · EIN 04-3422848 | Consulting | $18,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,695 | $65,061-49.7% | $143,757-77.3% | $66,914-51.1% |
| Participation rate | 65.1% | 65.2%-0.1pp | 80.3%-15.2pp | 69.8%-4.7pp |
| Annual return | -16.81% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $824 | $2,361-65.1% | $4,951-83.4% | $2,544-67.6% |
| Participant deferral / active EE | $2,928 | $2,919+0.3% | $5,637-48.1% | $4,237-30.9% |
| Admin fee / account holder | $208 | $502-58.5% | $14,673-98.6% | $593-64.9% |