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 ADVISORS2+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $30,942 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,252 |
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 | $98,296 | $63,924+53.8% | $108,579-9.5% | $55,167+78.2% |
| Participation rate | 85.5% | 74.3%+11.1pp | 79.6%+5.9pp | 69.0%+16.5pp |
| Annual return | 6.40% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,618 | $1,879-13.9% | $3,758-57.0% | $1,963-17.6% |
| Participant deferral / active EE | $2,834 | $3,067-7.6% | $4,311-34.2% | $3,054-7.2% |
| Admin fee / account holder | $247 | $618-60.0% | $7,645-96.8% | $504-51.0% |