See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $114,640 |
Filed as: TRANSAMERICA FINANCIAL LIFE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $61,933 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,396 | $81,357-89.7% | $75,972-88.9% | $199,593-95.8% |
| Participation rate | 0.0% | 69.9%-69.9pp | 69.1%-69.1pp | 72.0%-72.0pp |
| Annual return | 22.64% | 16.32%+6.3pp | 359.55%-336.9pp | 34.25%-11.6pp |
| Employer contribution / active EE | $288 | $3,341-91.4% | $2,685-89.3% | $3,034-90.5% |
| Participant deferral / active EE | $1,969 | $4,710-58.2% | $4,255-53.7% | $5,087-61.3% |
| Admin fee / account holder | $105 | $144-27.7% | $6,467-98.4% | $269-61.1% |