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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,411 | $64,890+91.7% | $134,172-7.3% | $67,986+83.0% |
| Participation rate | 82.7% | 48.5%+34.2pp | 72.5%+10.3pp | 57.2%+25.5pp |
| Annual return | 12.16% | 16.12%-4.0pp | 25.30%-13.1pp | 31.67%-19.5pp |
| Employer contribution / active EE | $2,198 | $1,360+61.7% | $3,420-35.7% | $2,019+8.9% |
| Participant deferral / active EE | $3,977 | $2,289+73.8% | $4,690-15.2% | $3,358+18.4% |
| Admin fee / account holder | $391 | $3,140-87.6% | $12,016-96.7% | $3,203-87.8% |