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 | $13,055 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $6,818 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,677 | $72,607-82.5% | $90,749-86.0% | $66,914-81.1% |
| Participation rate | 70.6% | 73.7%-3.1pp | 75.7%-5.1pp | 69.8%+0.8pp |
| Annual return | -7.57% | -12.28%+4.7pp | -12.16%+4.6pp | 1.58%-9.2pp |
| Employer contribution / active EE | $1,276 | $2,369-46.1% | $2,921-56.3% | $2,544-49.9% |
| Participant deferral / active EE | $2,131 | $3,977-46.4% | $4,564-53.3% | $4,237-49.7% |
| Admin fee / account holder | $90 | $707-87.3% | $8,445-98.9% | $593-84.8% |