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 9-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 COMPANY1+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,953 | $46,761-38.1% | $106,619-72.8% | $57,658-49.8% |
| Participation rate | 59.6% | 56.9%+2.7pp | 78.0%-18.4pp | 70.2%-10.7pp |
| Annual return | 2.12% | 15.77%-13.7pp | 9.42%-7.3pp | 5.13%-3.0pp |
| Employer contribution / active EE | $182 | $1,274-85.7% | $3,947-95.4% | $1,974-90.8% |
| Participant deferral / active EE | $1,262 | $1,954-35.4% | $3,930-67.9% | $3,061-58.8% |
| Admin fee / account holder | $8 | $97-91.6% | $6,418-99.9% | $95-91.4% |