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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY5+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,034 | $65,376-52.5% | $87,100-64.4% | $65,185-52.4% |
| Participation rate | 35.8% | 75.3%-39.5pp | 76.9%-41.0pp | 70.2%-34.4pp |
| Annual return | 22.88% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $583 | $1,822-68.0% | $2,521-76.9% | $2,177-73.2% |
| Participant deferral / active EE | $1,392 | $3,388-58.9% | $4,049-65.6% | $3,514-60.4% |
| Admin fee / account holder | $20 | $520-96.2% | $7,497-99.7% | $847-97.6% |