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 6-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 |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,000 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,565 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,676 | $84,487-54.2% | $125,339-69.1% | $66,914-42.2% |
| Participation rate | 71.6% | 76.4%-4.8pp | 82.4%-10.8pp | 69.8%+1.8pp |
| Annual return | -15.56% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $651 | $3,553-81.7% | $4,814-86.5% | $2,544-74.4% |
| Participant deferral / active EE | $6,246 | $6,781-7.9% | $7,446-16.1% | $4,237+47.4% |
| Admin fee / account holder | $188 | $685-72.5% | $10,010-98.1% | $593-68.2% |