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 |
|---|---|---|
Service code 15 · EIN 25-1409618 | Recordkeeping | $7,634 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,440 | $82,202+231.4% | $125,339+117.4% | $64,808+320.4% |
| Participation rate | 4.0% | 77.9%-73.9pp | 82.4%-78.4pp | 71.5%-67.5pp |
| Annual return | -7.24% | 3.48%-10.7pp | 572.05%-579.3pp | 32.82%-40.1pp |
| Employer contribution / active EE | $3,302 | $3,615-8.7% | $4,814-31.4% | $2,506+31.8% |
| Participant deferral / active EE | $8,692 | $7,175+21.1% | $7,446+16.7% | $4,310+101.7% |
| Admin fee / account holder | $144 | $163-11.8% | $10,010-98.6% | $188-23.3% |