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 7-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 ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $48,733 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $7,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,347 | $80,724+83.8% | $103,333+43.6% | $74,495+99.1% |
| Participation rate | 64.1% | 65.7%-1.6pp | 74.5%-10.4pp | 67.2%-3.1pp |
| Annual return | 16.84% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $933 | $3,157-70.5% | $3,868-75.9% | $2,623-64.4% |
| Participant deferral / active EE | $9,282 | $3,860+140.4% | $5,057+83.5% | $4,346+113.6% |
| Admin fee / account holder | $409 | $2,368-82.7% | $8,355-95.1% | $1,942-78.9% |