Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $59,286 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,756 |
MATRIX ASSET ADVISOR7 years Service code 19 · EIN 13-3569378 | Securities Custodian | $13,616 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,372 | $110,483-4.6% | $145,433-27.5% | $79,634+32.3% |
| Participation rate | 94.8% | 71.1%+23.7pp | 82.1%+12.7pp | 62.5%+32.3pp |
| Annual return | 19.72% | 24.62%-4.9pp | 66.58%-46.9pp | 36.46%-16.7pp |
| Employer contribution / active EE | $1,990 | $4,053-50.9% | $4,554-56.3% | $2,529-21.3% |
| Participant deferral / active EE | $14,346 | $7,216+98.8% | $7,897+81.7% | $3,835+274.1% |
| Admin fee / account holder | $233 | $680-65.7% | $13,129-98.2% | $1,002-76.7% |