Filed April 7, 2022 (most recent of 2 filings on file)
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 | $5,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,037 | $49,915+320.8% | $154,803+35.7% | $74,304+182.7% |
| Participation rate | 97.3% | 54.0%+43.3pp | 78.1%+19.2pp | 60.3%+36.9pp |
| Annual return | 17.25% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $9,528 | $1,611+491.4% | $4,305+121.3% | $2,241+325.2% |
| Participant deferral / active EE | $7,937 | $2,255+252.0% | $5,540+43.3% | $3,767+110.7% |
| Admin fee / account holder | $34 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |