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 ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $21,395 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $18,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,949 | $56,443-62.9% | $83,848-75.0% | $55,725-62.4% |
| Participation rate | 49.7% | 72.0%-22.3pp | 76.1%-26.5pp | 70.9%-21.2pp |
| Annual return | -2.91% | 393.67%-396.6pp | 850.88%-853.8pp | 244.93%-247.8pp |
| Employer contribution / active EE | $975 | $2,682-63.6% | $3,631-73.1% | $2,078-53.1% |
| Participant deferral / active EE | $1,610 | $2,965-45.7% | $4,082-60.6% | $3,356-52.0% |
| Admin fee / account holder | $124 | $156-20.6% | $5,478-97.7% | $115+7.7% |