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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $27,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $9,417 | $45,031-79.1% | $84,966-88.9% | $77,643-87.9% |
| Participation rate | 61.4% | 48.7%+12.7pp | 67.5%-6.1pp | 70.6%-9.2pp |
| Annual return | 13.33% | 79.22%-65.9pp | 66.38%-53.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $160 | $1,609-90.0% | $2,727-94.1% | $2,726-94.1% |
| Participant deferral / active EE | $1,007 | $2,807-64.1% | $4,519-77.7% | $4,647-78.3% |
| Admin fee / account holder | $64 | $912-93.0% | $6,149-99.0% | $430-85.2% |