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 6-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 | $8,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,980 | $53,822-46.2% | $75,696-61.7% | $85,850-66.2% |
| Participation rate | 27.8% | 69.1%-41.2pp | 74.8%-47.0pp | 69.3%-41.5pp |
| Annual return | 13.08% | 24.54%-11.5pp | 104.53%-91.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,226 | $2,017-39.2% | $2,743-55.3% | $2,565-52.2% |
| Participant deferral / active EE | $1,918 | $2,895-33.7% | $3,821-49.8% | $3,952-51.5% |
| Admin fee / account holder | $130 | $3,343-96.1% | $3,619-96.4% | $6,260-97.9% |