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 9-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 | $9,493 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,192 | $60,323-11.8% | $81,812-35.0% | $74,495-28.6% |
| Participation rate | 72.6% | 62.9%+9.7pp | 72.3%+0.2pp | 67.2%+5.4pp |
| Annual return | 13.59% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $268 | $2,620-89.8% | $2,912-90.8% | $2,623-89.8% |
| Participant deferral / active EE | $2,244 | $3,387-33.7% | $4,319-48.0% | $4,346-48.4% |
| Admin fee / account holder | $77 | $1,486-94.8% | $7,386-99.0% | $1,942-96.0% |