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 Service code 14 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Plan Administrator | $13,565 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $1,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,818 | $96,018-15.8% | $65,493+23.4% | $85,563-5.5% |
| Participation rate | 96.7% | 74.8%+21.9pp | 73.1%+23.7pp | 66.0%+30.8pp |
| Annual return | 11.35% | 14.51%-3.2pp | 982.45%-971.1pp | 31.51%-20.2pp |
| Employer contribution / active EE | $2,786 | $3,235-13.9% | $2,574+8.2% | $2,654+5.0% |
| Participant deferral / active EE | $4,342 | $4,055+7.1% | $3,961+9.6% | $4,375-0.8% |
| Admin fee / account holder | $15 | $271-94.4% | $5,028-99.7% | $834-98.2% |