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 COMPANY1+ years Service code 28 · EIN 39-6040276 | Investment Management | $8,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,316 | $55,182-68.6% | $73,307-76.4% | $55,191-68.6% |
| Participation rate | 51.9% | 73.9%-22.0pp | 74.9%-23.0pp | 69.2%-17.2pp |
| Annual return | 0.71% | 8.55%-7.8pp | 5.67%-5.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,441 | $1,935-25.5% | $3,237-55.5% | $1,899-24.1% |
| Participant deferral / active EE | $1,644 | $4,641-64.6% | $4,991-67.1% | $3,046-46.0% |
| Admin fee / account holder | $33 | $68-51.2% | $5,637-99.4% | $91-63.2% |