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 9-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 | $19,620 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $13,392 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,090 | $47,126-51.0% | $149,673-84.6% | $74,419-69.0% |
| Participation rate | 39.3% | 63.4%-24.1pp | 78.8%-39.5pp | 70.7%-31.4pp |
| Annual return | 15.08% | 22.75%-7.7pp | 134.42%-119.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $653 | $1,905-65.7% | $4,818-86.4% | $2,637-75.2% |
| Participant deferral / active EE | $331 | $2,728-87.9% | $5,680-94.2% | $4,528-92.7% |
| Admin fee / account holder | $157 | $343-54.2% | $13,210-98.8% | $348-54.9% |