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 6-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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,795 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,000 |
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 | $51,485 | $91,407-43.7% | $135,903-62.1% | $71,457-27.9% |
| Participation rate | 78.3% | 75.7%+2.7pp | 81.9%-3.6pp | 67.9%+10.4pp |
| Annual return | 23.21% | 29.90%-6.7pp | 68.23%-45.0pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,083 | $3,703-16.7% | $4,856-36.5% | $2,588+19.2% |
| Participant deferral / active EE | $7,407 | $7,092+4.4% | $7,758-4.5% | $4,289+72.7% |
| Admin fee / account holder | $184 | $1,266-85.5% | $10,762-98.3% | $1,587-88.4% |