See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY2+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $949 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,563 | $56,640-74.3% | $80,975-82.0% | $57,658-74.7% |
| Participation rate | 79.5% | 75.9%+3.6pp | 75.8%+3.7pp | 70.2%+9.3pp |
| Annual return | 14.51% | 19.97%-5.5pp | 17.10%-2.6pp | 5.13%+9.4pp |
| Employer contribution / active EE | $1,359 | $2,085-34.8% | $3,714-63.4% | $1,974-31.1% |
| Participant deferral / active EE | $2,649 | $4,944-46.4% | $5,696-53.5% | $3,061-13.5% |
| Admin fee / account holder | $2 | $87-97.7% | $5,516-100.0% | $95-97.9% |