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 ADVISORS8 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $99,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $568,145 | $130,194+336.4% | $169,993+234.2% | $71,457+695.1% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.0%+9.0pp | 67.9%+28.1pp |
| Annual return | 17.67% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $9,578 | $4,381+118.6% | $6,785+41.2% | $2,588+270.2% |
| Participant deferral / active EE | $19,976 | $6,923+188.5% | $10,408+91.9% | $4,289+365.8% |
| Admin fee / account holder | $391 | $966-59.5% | $12,815-97.0% | $1,587-75.4% |