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 04-3015875 | Recordkeeping | $25,032 |
SENTINEL PENSION ADVISORS3 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $23,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,715 | $30,588+36.4% | $53,898-22.6% | $85,563-51.2% |
| Participation rate | 32.4% | 26.3%+6.1pp | 55.0%-22.5pp | 66.0%-33.5pp |
| Annual return | 17.86% | 50.42%-32.6pp | 528.60%-510.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $106 | $436-75.6% | $932-88.6% | $2,654-96.0% |
| Participant deferral / active EE | $753 | $848-11.2% | $1,826-58.8% | $4,375-82.8% |
| Admin fee / account holder | $247 | $1,879-86.8% | $2,491-90.1% | $834-70.4% |