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 37 · EIN 04-2647786 | Loan Processing | $39,583 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $36,165 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 16 · EIN 04-3015875 | Consulting | $12,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,677 | $56,767-30.1% | $101,794-61.0% | $85,563-53.6% |
| Participation rate | 73.8% | 57.6%+16.2pp | 69.2%+4.6pp | 66.0%+7.9pp |
| Annual return | 16.54% | 17.76%-1.2pp | 30.53%-14.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $390 | $1,112-65.0% | $2,289-83.0% | $2,654-85.3% |
| Participant deferral / active EE | $2,702 | $2,720-0.7% | $4,084-33.8% | $4,375-38.3% |
| Admin fee / account holder | $202 | $1,098-81.6% | $8,777-97.7% | $834-75.8% |