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 ADVISORS3 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $49,923 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,333 | $79,523+422.3% | $140,016+196.6% | $56,287+637.9% |
| Participation rate | 96.9% | 85.7%+11.1pp | 87.5%+9.4pp | 69.9%+27.0pp |
| Annual return | -2.52% | 2.39%-4.9pp | 651.12%-653.6pp | -9.96%+7.4pp |
| Employer contribution / active EE | $23,735 | $3,350+608.5% | $5,606+323.4% | $2,111+1024.4% |
| Participant deferral / active EE | $16,932 | $5,129+230.1% | $6,927+144.4% | $3,350+405.5% |
| Admin fee / account holder | $347 | $614-43.4% | $10,705-96.8% | $521-33.3% |