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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $36,209 |
AAFCPA'S INC.2 years Service code 10 · EIN 04-2571780 | Accounting | $17,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,563 | $100,923+41.3% | $150,045-5.0% | $74,304+91.9% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.3%+11.4pp | 60.3%+33.3pp |
| Annual return | 15.38% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,882 | $3,463-16.8% | $4,693-38.6% | $2,241+28.6% |
| Participant deferral / active EE | $7,252 | $6,709+8.1% | $7,997-9.3% | $3,767+92.5% |
| Admin fee / account holder | $250 | $2,767-91.0% | $13,435-98.1% | $2,969-91.6% |