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 COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,375 |
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).
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 | $33,193 | $54,390-39.0% | $117,039-71.6% | $69,631-52.3% |
| Participation rate | 56.7% | 58.5%-1.8pp | 77.2%-20.5pp | 70.7%-14.0pp |
| Annual return | 9.29% | 18.33%-9.0pp | 18.95%-9.7pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $175 | $1,357-87.1% | $3,785-95.4% | $2,032-91.4% |
| Participant deferral / active EE | $1,269 | $2,076-38.9% | $3,929-67.7% | $3,224-60.6% |
| Admin fee / account holder | $12 | $98-87.7% | $5,974-99.8% | $110-89.1% |