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 |
|---|---|---|
Service code 15 · EIN 04-3422848 | Recordkeeping | $29,124 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,050 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,845 | $33,067+78.0% | $76,523-23.1% | $56,287+4.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -3.28% | 2.72%-6.0pp | -0.27%-3.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,421 | $1,200+268.3% | $2,647+67.0% | $2,111+109.4% |
| Participant deferral / active EE | $2,113 | $2,240-5.7% | $3,835-44.9% | $3,350-36.9% |
| Admin fee / account holder | $296 | $537-44.9% | $4,848-93.9% | $521-43.2% |