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 04-3015875 | Recordkeeping | $30,294 |
Filed as: PERIGON WEALTH MANAGEMENT Service code 27 1675 BROADWAY, 20TH FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,424 | $50,982-36.4% | $154,803-79.1% | $85,563-62.1% |
| Participation rate | 21.6% | 59.8%-38.2pp | 78.1%-56.5pp | 66.0%-44.4pp |
| Annual return | 10.97% | 30.35%-19.4pp | 58.88%-47.9pp | 31.51%-20.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $340 | $2,474-86.3% | $5,540-93.9% | $4,375-92.2% |
| Admin fee / account holder | $507 | $846-40.0% | $14,329-96.5% | $834-39.2% |