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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $9,982 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,966 | $50,815-13.5% | $155,509-71.7% | $77,643-43.4% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.9pp | 70.6%+20.5pp |
| Annual return | 344.28% | 34.80%+309.5pp | 64.67%+279.6pp | 31.24%+313.0pp |
| Employer contribution / active EE | $2,012 | $1,993+1.0% | $4,672-56.9% | $2,726-26.2% |
| Participant deferral / active EE | $3,482 | $2,822+23.4% | $5,626-38.1% | $4,647-25.1% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.4% |