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 20-5916766 | Recordkeeping | $5,318 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,416 | $60,795-46.7% | $69,455-53.3% | $65,185-50.3% |
| Participation rate | 33.0% | 74.9%-41.8pp | 74.6%-41.6pp | 70.2%-37.2pp |
| Annual return | 21.40% | 17.46%+3.9pp | 28.97%-7.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $134 | $2,452-94.6% | $2,779-95.2% | $2,177-93.9% |
| Participant deferral / active EE | $1,619 | $3,162-48.8% | $3,535-54.2% | $3,514-53.9% |
| Admin fee / account holder | $65 | $314-79.1% | $3,839-98.3% | $847-92.3% |