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 & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $9,231 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,685 | $55,453+22.1% | $170,442-60.3% | $62,292+8.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.71% | 21.38%-6.7pp | 205.93%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $7,521 | $2,164+247.6% | $5,433+38.4% | $2,042+268.3% |
| Participant deferral / active EE | $3,568 | $2,303+54.9% | $4,939-27.8% | $3,169+12.6% |
| Admin fee / account holder | $75 | $455-83.5% | $13,880-99.5% | $479-84.3% |