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 |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $26,616 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $24,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,714 | $60,323+37.1% | $81,812+1.1% | $74,495+11.0% |
| Participation rate | 84.0% | 62.9%+21.2pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 12.20% | 16.90%-4.7pp | 773.79%-761.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,813 | $2,620+7.4% | $2,912-3.4% | $2,623+7.3% |
| Participant deferral / active EE | $5,321 | $3,387+57.1% | $4,319+23.2% | $4,346+22.4% |
| Admin fee / account holder | $354 | $1,486-76.2% | $7,386-95.2% | $1,942-81.8% |