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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $38,328 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $272,821 | $105,181+159.4% | $159,436+71.1% | $85,850+217.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 15.85% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,216 | $3,318+27.0% | $4,829-12.7% | $2,565+64.3% |
| Participant deferral / active EE | $13,507 | $5,945+127.2% | $7,352+83.7% | $3,952+241.8% |
| Admin fee / account holder | $665 | $6,933-90.4% | $10,799-93.8% | $6,260-89.4% |