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 ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,926 |
SENTINEL PENSION ADVISORS7 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,411 | $68,914+80.5% | $136,749-9.0% | $74,304+67.4% |
| Participation rate | 82.7% | 51.3%+31.4pp | 72.1%+10.6pp | 60.3%+22.4pp |
| Annual return | 12.16% | 16.34%-4.2pp | 24.33%-12.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,198 | $1,561+40.8% | $3,400-35.3% | $2,241-1.9% |
| Participant deferral / active EE | $3,977 | $2,541+56.5% | $4,692-15.2% | $3,767+5.6% |
| Admin fee / account holder | $391 | $3,149-87.6% | $11,386-96.6% | $2,969-86.8% |