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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $2,727 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,152 | $29,548-28.4% | $56,411-62.5% | $77,643-72.8% |
| Participation rate | 16.4% | 32.7%-16.3pp | 52.5%-36.1pp | 70.6%-54.2pp |
| Annual return | 23.79% | 19.01%+4.8pp | 1701.33%-1677.5pp | 31.24%-7.5pp |
| Employer contribution / active EE | $79 | $568-86.0% | $1,039-92.4% | $2,726-97.1% |
| Participant deferral / active EE | $382 | $1,061-64.0% | $1,952-80.5% | $4,647-91.8% |
| Admin fee / account holder | $10 | $1,046-99.0% | $2,829-99.6% | $430-97.6% |