See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $30,197 |
Service code 27 · EIN 84-2942542 | Advisory (Plan) | $13,048 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,836 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,604 | $93,571-80.1% | $135,903-86.3% | $75,163-75.2% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 17.65% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,423 | $3,537-3.2% | $4,856-29.5% | $2,670+28.2% |
| Participant deferral / active EE | $6,855 | $6,404+7.0% | $7,758-11.6% | $4,125+66.2% |
| Admin fee / account holder | $285 | $6,975-95.9% | $10,762-97.4% | $5,651-95.0% |