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 | $110,483+18.9% | $145,433-9.7% | $79,634+64.9% |
| Participation rate | 98.8% | 71.1%+27.7pp | 82.1%+16.7pp | 62.5%+36.3pp |
| Annual return | 17.43% | 24.62%-7.2pp | 66.58%-49.1pp | 36.46%-19.0pp |
| Employer contribution / active EE | $2,293 | $4,053-43.4% | $4,554-49.6% | $2,529-9.3% |
| Participant deferral / active EE | $7,793 | $7,216+8.0% | $7,897-1.3% | $3,835+103.2% |
| Admin fee / account holder | $35 | $680-94.8% | $13,129-99.7% | $1,002-96.5% |