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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 27 · EIN 04-3015875 | Advisory (Plan) | $6,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,818 | $79,700+7.7% | $153,485-44.1% | $74,495+15.2% |
| Participation rate | 92.7% | 69.8%+22.9pp | 77.1%+15.7pp | 67.2%+25.5pp |
| Annual return | 17.46% | 15.07%+2.4pp | 15.65%+1.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $6,038 | $4,016+50.3% | $5,039+19.8% | $2,623+130.2% |
| Participant deferral / active EE | $8,430 | $5,315+58.6% | $6,757+24.8% | $4,346+94.0% |
| Admin fee / account holder | $55 | $1,790-96.9% | $12,724-99.6% | $1,942-97.2% |