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 8-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 ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $34,342 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,542 | $50,982-28.3% | $154,803-76.4% | $85,563-57.3% |
| Participation rate | 98.3% | 59.8%+38.5pp | 78.1%+20.2pp | 66.0%+32.3pp |
| Annual return | 21.15% | 30.35%-9.2pp | 58.88%-37.7pp | 31.51%-10.4pp |
| Employer contribution / active EE | $3,451 | $1,708+102.0% | $4,305-19.8% | $2,654+30.1% |
| Participant deferral / active EE | $7,464 | $2,474+201.7% | $5,540+34.7% | $4,375+70.6% |
| Admin fee / account holder | $88 | $846-89.6% | $14,329-99.4% | $834-89.5% |