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 |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $13,877 |
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 | $99,384 | $58,879+68.8% | $178,490-44.3% | $73,488+35.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.94% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,508 | $2,236+56.9% | $5,011-30.0% | $2,270+54.5% |
| Participant deferral / active EE | $4,000 | $2,567+55.8% | $5,202-23.1% | $3,740+7.0% |
| Admin fee / account holder | $108 | $400-73.1% | $13,984-99.2% | $513-79.0% |