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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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,134 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,542 | $101,317-11.6% | $146,958-39.1% | $74,495+20.2% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 11.38% | 8730.91%-8719.5pp | 418.34%-407.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,073 | $3,810-19.3% | $4,933-37.7% | $2,623+17.2% |
| Participant deferral / active EE | $5,003 | $7,303-31.5% | $8,070-38.0% | $4,346+15.1% |
| Admin fee / account holder | $34 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |