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 & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $78,861 |
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 | $591,440 | $136,307+333.9% | $177,821+232.6% | $73,488+704.8% |
| Participation rate | 97.0% | 86.1%+10.8pp | 87.7%+9.2pp | 70.7%+26.3pp |
| Annual return | 18.23% | 18.68%-0.4pp | 48.32%-30.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $23,601 | $3,712+535.8% | $5,918+298.8% | $2,270+939.7% |
| Participant deferral / active EE | $16,765 | $5,829+187.6% | $7,714+117.3% | $3,740+348.3% |
| Admin fee / account holder | $407 | $596-31.7% | $12,427-96.7% | $513-20.7% |