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 | $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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,372 | $119,446-11.8% | $150,045-29.8% | $85,563+23.2% |
| Participation rate | 94.8% | 75.4%+19.4pp | 82.3%+12.5pp | 66.0%+28.8pp |
| Annual return | 19.72% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,990 | $4,078-51.2% | $4,693-57.6% | $2,654-25.0% |
| Participant deferral / active EE | $14,346 | $7,985+79.7% | $7,997+79.4% | $4,375+227.9% |
| Admin fee / account holder | $233 | $548-57.4% | $13,435-98.3% | $834-72.0% |