See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $16,310 |
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 | $88,621 | $65,061+36.2% | $143,757-38.4% | $66,914+32.4% |
| Participation rate | 98.5% | 65.2%+33.3pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -11.80% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,062 | $2,361-12.7% | $4,951-58.4% | $2,544-19.0% |
| Participant deferral / active EE | $4,019 | $2,919+37.7% | $5,637-28.7% | $4,237-5.1% |
| Admin fee / account holder | $99 | $502-80.2% | $14,673-99.3% | $593-83.2% |