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 COMPANY7+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,090 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,141 | $84,936-51.6% | $111,297-63.0% | $79,386-48.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 77.3%-10.6pp | 70.7%-4.0pp |
| Annual return | 13.29% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,149 | $1,979-42.0% | $2,731-57.9% | $2,427-52.7% |
| Participant deferral / active EE | $3,033 | $3,888-22.0% | $4,487-32.4% | $4,046-25.0% |
| Admin fee / account holder | $19 | $537-96.5% | $7,964-99.8% | $626-97.0% |