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 COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,333 |
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 | $54,563 | $63,299-13.8% | $91,001-40.0% | $62,292-12.4% |
| Participation rate | 80.3% | 73.3%+7.0pp | 75.6%+4.7pp | 69.5%+10.8pp |
| Annual return | 13.57% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $695 | $1,807-61.5% | $2,456-71.7% | $2,042-66.0% |
| Participant deferral / active EE | $2,102 | $2,943-28.6% | $3,547-40.8% | $3,169-33.7% |
| Admin fee / account holder | $24 | $468-95.0% | $5,417-99.6% | $479-95.1% |