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 ADVISORS1+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $30,258 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,076 | $57,108+68.2% | $94,224+2.0% | $52,331+83.6% |
| Participation rate | 82.5% | 72.9%+9.6pp | 78.8%+3.8pp | 68.1%+14.4pp |
| Annual return | 1.13% | 1.47%-0.3pp | 10.68%-9.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,684 | $1,735-3.0% | $3,587-53.1% | $1,882-10.5% |
| Participant deferral / active EE | $3,018 | $3,040-0.7% | $4,320-30.1% | $3,022-0.1% |
| Admin fee / account holder | $267 | $546-51.2% | $6,269-95.7% | $592-54.9% |