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 4-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 20-5916766 | Recordkeeping | $22,733 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,123 | $59,054-72.7% | $97,167-83.4% | $77,671-79.2% |
| Participation rate | 96.7% | 67.9%+28.8pp | 72.7%+24.0pp | 70.6%+26.1pp |
| Annual return | 18.73% | 16.96%+1.8pp | 75.27%-56.5pp | 31.21%-12.5pp |
| Employer contribution / active EE | $2,208 | $1,742+26.8% | $2,729-19.1% | $2,726-19.0% |
| Participant deferral / active EE | $3,701 | $3,930-5.8% | $4,264-13.2% | $4,648-20.4% |
| Admin fee / account holder | $45 | $346-86.9% | $5,650-99.2% | $430-89.5% |