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 | $58,449 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,049 | $104,697-35.0% | $96,544-29.5% | $80,160-15.1% |
| Participation rate | 74.7% | 86.4%-11.7pp | 76.0%-1.3pp | 72.9%+1.7pp |
| Annual return | 11.97% | 21.78%-9.8pp | 25.84%-13.9pp | 40.38%-28.4pp |
| Employer contribution / active EE | $1,713 | $3,536-51.6% | $2,965-42.2% | $2,978-42.5% |
| Participant deferral / active EE | $3,684 | $6,188-40.5% | $4,851-24.1% | $5,017-26.6% |
| Admin fee / account holder | $37 | $107-65.5% | $8,252-99.6% | $145-74.6% |