See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,056 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $13,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,747 | $65,435-19.4% | $86,677-39.1% | $66,914-21.2% |
| Participation rate | 89.5% | 75.5%+14.1pp | 76.6%+12.9pp | 69.8%+19.7pp |
| Annual return | -21.29% | -10.89%-10.4pp | 35.91%-57.2pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,281 | $2,153-40.5% | $2,836-54.8% | $2,544-49.7% |
| Participant deferral / active EE | $4,457 | $4,100+8.7% | $4,656-4.3% | $4,237+5.2% |
| Admin fee / account holder | $319 | $642-50.3% | $7,493-95.7% | $593-46.3% |