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 COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,725 |
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 | $56,707 | $58,083-2.4% | $80,019-29.1% | $56,287+0.7% |
| Participation rate | 88.2% | 73.6%+14.6pp | 75.8%+12.3pp | 69.9%+18.3pp |
| Annual return | -3.22% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $869 | $1,932-55.0% | $2,468-64.8% | $2,111-58.9% |
| Participant deferral / active EE | $2,594 | $3,135-17.2% | $3,686-29.6% | $3,350-22.5% |
| Admin fee / account holder | $23 | $623-96.4% | $6,521-99.7% | $521-95.6% |