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 04-3015875 | Recordkeeping | $7,363 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,330 | $57,831+7.8% | $82,389-24.3% | $85,563-27.2% |
| Participation rate | 99.2% | 55.0%+44.2pp | 69.5%+29.6pp | 66.0%+33.2pp |
| Annual return | 12.96% | 17.86%-4.9pp | 28.67%-15.7pp | 31.51%-18.5pp |
| Employer contribution / active EE | $2,150 | $1,643+30.9% | $2,517-14.6% | $2,654-19.0% |
| Participant deferral / active EE | $5,277 | $3,118+69.3% | $4,155+27.0% | $4,375+20.6% |
| Admin fee / account holder | $7 | $1,391-99.5% | $7,231-99.9% | $834-99.1% |