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 |
|---|---|---|
Service code 27 · EIN 84-2942542 | Advisory (Plan) | $33,912 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $15,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $245,008 | $99,957+145.1% | $149,696+63.7% | $73,488+233.4% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 21.42% | 53.87%-32.5pp | 276.60%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $15,976 | $3,191+400.6% | $4,644+244.0% | $2,270+603.7% |
| Participant deferral / active EE | $11,544 | $6,073+90.1% | $6,842+68.7% | $3,740+208.7% |
| Admin fee / account holder | $465 | $551-15.5% | $9,309-95.0% | $513-9.4% |