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 15 · EIN 43-1451524 | Recordkeeping | $22,908 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,910 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,642 | $65,061-20.6% | $143,757-64.1% | $66,914-22.8% |
| Participation rate | 79.7% | 65.2%+14.5pp | 80.3%-0.6pp | 69.8%+9.9pp |
| Annual return | -20.05% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $5,807 | $2,361+146.0% | $4,951+17.3% | $2,544+128.3% |
| Participant deferral / active EE | $2,240 | $2,919-23.2% | $5,637-60.3% | $4,237-47.1% |
| Admin fee / account holder | $376 | $502-25.1% | $14,673-97.4% | $593-36.7% |