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 20-5916766 | Recordkeeping | $5,647 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,408 | $61,272-55.3% | $149,673-81.7% | $71,457-61.6% |
| Participation rate | 89.6% | 62.5%+27.1pp | 78.8%+10.8pp | 67.9%+21.7pp |
| Annual return | 28.95% | 35.85%-6.9pp | 134.42%-105.5pp | 28.85%+0.1pp |
| Employer contribution / active EE | $2,707 | $2,378+13.8% | $4,818-43.8% | $2,588+4.6% |
| Participant deferral / active EE | $4,147 | $2,917+42.2% | $5,680-27.0% | $4,289-3.3% |
| Admin fee / account holder | $29 | $1,261-97.7% | $13,210-99.8% | $1,587-98.2% |