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 |
|---|---|---|
Service code 15 · EIN 04-3422848 | Recordkeeping | $15,692 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $13,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,162 | $60,795+161.8% | $69,455+129.2% | $65,185+144.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 23.45% | 17.46%+6.0pp | 28.97%-5.5pp | 29.38%-5.9pp |
| Employer contribution / active EE | $7,044 | $2,452+187.3% | $2,779+153.5% | $2,177+223.6% |
| Participant deferral / active EE | $7,194 | $3,162+127.5% | $3,535+103.5% | $3,514+104.7% |
| Admin fee / account holder | $231 | $314-26.4% | $3,839-94.0% | $847-72.8% |