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 | $14,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,329 | $119,446+9.9% | $150,045-12.5% | $85,563+53.5% |
| Participation rate | 98.8% | 75.4%+23.4pp | 82.3%+16.5pp | 66.0%+32.8pp |
| Annual return | 17.43% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,293 | $4,078-43.8% | $4,693-51.1% | $2,654-13.6% |
| Participant deferral / active EE | $7,793 | $7,985-2.4% | $7,997-2.6% | $4,375+78.1% |
| Admin fee / account holder | $35 | $548-93.5% | $13,435-99.7% | $834-95.8% |