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 04-3015875 | Recordkeeping | $34,568 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,624 | $56,767-60.1% | $101,794-77.8% | $85,563-73.6% |
| Participation rate | 66.4% | 57.6%+8.8pp | 69.2%-2.8pp | 66.0%+0.4pp |
| Annual return | 21.84% | 17.76%+4.1pp | 30.53%-8.7pp | 31.51%-9.7pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,900 | $2,720+43.4% | $4,084-4.5% | $4,375-10.9% |
| Admin fee / account holder | $181 | $1,098-83.5% | $8,777-97.9% | $834-78.3% |