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 26 · EIN 04-3422848 | Advisory (Participants) | $22,696 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $18,130 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,146 | $80,753-18.1% | $136,294-51.5% | $62,292+6.2% |
| Participation rate | 54.9% | 73.5%-18.6pp | 81.9%-27.0pp | 69.5%-14.6pp |
| Annual return | 16.60% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,224 | $5,164-18.2% | $6,247-32.4% | $3,169+33.3% |
| Admin fee / account holder | $287 | $525-45.4% | $9,243-96.9% | $479-40.2% |