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 ADVISORS3+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $34,305 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $12,858 |
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 | $106,286 | $71,192+49.3% | $117,854-9.8% | $62,292+70.6% |
| Participation rate | 95.5% | 74.2%+21.3pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 17.10% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,903 | $1,934-1.6% | $3,786-49.7% | $2,042-6.8% |
| Participant deferral / active EE | $3,226 | $3,189+1.2% | $4,482-28.0% | $3,169+1.8% |
| Admin fee / account holder | $268 | $587-54.4% | $8,020-96.7% | $479-44.2% |