See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $10,679 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $670,057 | $121,341+452.2% | $189,513+253.6% | $79,386+744.0% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 25.12% | 21.08%+4.0pp | 555.15%-530.0pp | 116.85%-91.7pp |
| Employer contribution / active EE | $23,551 | $3,915+501.6% | $6,162+282.2% | $2,427+870.2% |
| Participant deferral / active EE | $16,642 | $6,395+160.2% | $8,221+102.4% | $4,046+311.4% |
| Admin fee / account holder | $47 | $651-92.8% | $12,045-99.6% | $626-92.5% |