See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $30,536 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,321 |
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 | $43,993 | $89,436-50.8% | $164,813-73.3% | $77,643-43.3% |
| Participation rate | 82.4% | 78.6%+3.8pp | 78.6%+3.8pp | 70.6%+11.8pp |
| Annual return | 64.10% | 28.83%+35.3pp | 69.93%-5.8pp | 31.24%+32.9pp |
| Employer contribution / active EE | $2,039 | $2,569-20.6% | $4,341-53.0% | $2,726-25.2% |
| Participant deferral / active EE | $3,638 | $4,897-25.7% | $6,031-39.7% | $4,647-21.7% |
| Admin fee / account holder | $91 | $339-73.1% | $12,690-99.3% | $430-78.8% |