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 10-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 |
|---|---|---|
Service code 15 · EIN 25-1409618 | Recordkeeping | $19,340 |
Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $13,687 |
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 | $122,535 | $119,446+2.6% | $150,045-18.3% | $85,563+43.2% |
| Participation rate | 97.3% | 75.4%+21.9pp | 82.3%+15.0pp | 66.0%+31.4pp |
| Annual return | 16.63% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $4,906 | $4,078+20.3% | $4,693+4.5% | $2,654+84.9% |
| Participant deferral / active EE | $10,794 | $7,985+35.2% | $7,997+35.0% | $4,375+146.7% |
| Admin fee / account holder | $68 | $548-87.6% | $13,435-99.5% | $834-91.9% |