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 | $94,418 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 724 LONG ISLAND AVENUE · DEER PARK, NY 11729 | Advisory (Plan) | $50,128 |
ASCENSUS LLC10+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $14,431 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,144 | $50,982-58.5% | $154,803-86.3% | $85,563-75.3% |
| Participation rate | 94.0% | 59.8%+34.2pp | 78.1%+16.0pp | 66.0%+28.1pp |
| Annual return | 10.81% | 30.35%-19.5pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $409 | $1,708-76.1% | $4,305-90.5% | $2,654-84.6% |
| Participant deferral / active EE | $1,763 | $2,474-28.7% | $5,540-68.2% | $4,375-59.7% |
| Admin fee / account holder | $173 | $846-79.6% | $14,329-98.8% | $834-79.3% |