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 3-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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,271 |
SENTINEL PENSION ADVISORS2 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $22,090 |
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 | $32,993 | $29,546+11.7% | $56,441-41.5% | $77,671-57.5% |
| Participation rate | 41.2% | 32.7%+8.5pp | 52.5%-11.3pp | 70.6%-29.4pp |
| Annual return | 14.37% | 19.01%-4.6pp | 1704.21%-1689.8pp | 31.21%-16.8pp |
| Employer contribution / active EE | $113 | $568-80.2% | $1,039-89.2% | $2,726-95.9% |
| Participant deferral / active EE | $775 | $1,061-27.0% | $1,953-60.3% | $4,648-83.3% |
| Admin fee / account holder | $260 | $1,046-75.2% | $2,829-90.8% | $430-39.7% |