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 |
|---|---|---|
Service code 27 · EIN 84-2942542 | Advisory (Plan) | $55,732 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,854 | $69,362+90.1% | $101,248+30.2% | $73,488+79.4% |
| Participation rate | 71.6% | 68.4%+3.2pp | 75.8%-4.2pp | 70.7%+0.9pp |
| Annual return | 15.03% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,126 | $2,628-19.1% | $3,660-41.9% | $2,270-6.3% |
| Participant deferral / active EE | $5,085 | $3,300+54.1% | $4,370+16.4% | $3,740+36.0% |
| Admin fee / account holder | $510 | $704-27.6% | $5,945-91.4% | $513-0.7% |