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 Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $15,757 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,312 | $50,498-75.6% | $75,781-83.8% | $55,191-77.7% |
| Participation rate | 49.7% | 69.4%-19.7pp | 75.8%-26.1pp | 69.2%-19.5pp |
| Annual return | -0.11% | 1.80%-1.9pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $790 | $2,291-65.5% | $3,323-76.2% | $1,899-58.4% |
| Participant deferral / active EE | $1,168 | $2,589-54.9% | $3,651-68.0% | $3,046-61.7% |
| Admin fee / account holder | $96 | $123-22.2% | $5,299-98.2% | $91+5.4% |