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 | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,422 | $84,487-16.6% | $125,339-43.8% | $66,914+5.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -12.14% | -8.39%-3.7pp | 572.05%-584.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,765 | $3,553-22.2% | $4,814-42.6% | $2,544+8.7% |
| Participant deferral / active EE | $4,459 | $6,781-34.2% | $7,446-40.1% | $4,237+5.2% |
| Admin fee / account holder | $29 | $685-95.7% | $10,010-99.7% | $593-95.1% |