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 COMPANY8+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,779 | $65,435-53.0% | $86,677-64.5% | $66,914-54.0% |
| Participation rate | 66.3% | 75.5%-9.2pp | 76.6%-10.3pp | 69.8%-3.5pp |
| Annual return | -14.96% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,078 | $2,153-50.0% | $2,836-62.0% | $2,544-57.6% |
| Participant deferral / active EE | $2,780 | $4,100-32.2% | $4,656-40.3% | $4,237-34.4% |
| Admin fee / account holder | $18 | $642-97.2% | $7,493-99.8% | $593-97.0% |