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 ADVISORS7 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $19,472 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,460 | $102,553+382.2% | $151,611+226.1% | $66,914+638.9% |
| Participation rate | 96.6% | 85.5%+11.0pp | 87.5%+9.1pp | 69.8%+26.7pp |
| Annual return | -23.35% | -10.82%-12.5pp | 3.33%-26.7pp | 1.58%-24.9pp |
| Employer contribution / active EE | $22,900 | $4,180+447.8% | $6,166+271.4% | $2,544+800.1% |
| Participant deferral / active EE | $17,817 | $6,641+168.3% | $8,363+113.0% | $4,237+320.5% |
| Admin fee / account holder | $79 | $630-87.5% | $11,616-99.3% | $593-86.7% |