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 COMPANY6+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,258 | $73,638-50.8% | $95,952-62.2% | $73,488-50.7% |
| Participation rate | 51.0% | 76.2%-25.2pp | 77.1%-26.1pp | 70.7%-19.7pp |
| Annual return | 26.53% | 16.78%+9.8pp | 91.61%-65.1pp | 28.51%-2.0pp |
| Employer contribution / active EE | $847 | $1,863-54.5% | $2,541-66.7% | $2,270-62.7% |
| Participant deferral / active EE | $2,143 | $3,617-40.8% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $20 | $482-95.9% | $6,795-99.7% | $513-96.2% |