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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,702 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,860 | $56,629-20.8% | $77,999-42.5% | $55,167-18.7% |
| Participation rate | 95.2% | 73.3%+21.9pp | 75.5%+19.7pp | 69.0%+26.2pp |
| Annual return | 5.40% | 2866.98%-2861.6pp | 425.96%-420.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $840 | $1,723-51.3% | $2,470-66.0% | $1,963-57.2% |
| Participant deferral / active EE | $2,622 | $2,777-5.6% | $3,497-25.0% | $3,054-14.1% |
| Admin fee / account holder | $26 | $467-94.5% | $5,480-99.5% | $504-94.9% |