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 COMPANY5+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,051 |
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 | $82,005 | $70,908+15.6% | $98,907-17.1% | $73,488+11.6% |
| Participation rate | 89.4% | 73.8%+15.7pp | 76.0%+13.4pp | 70.7%+18.8pp |
| Annual return | 13.45% | 34.17%-20.7pp | 196.43%-183.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,016 | $2,036-50.1% | $2,689-62.2% | $2,270-55.2% |
| Participant deferral / active EE | $3,266 | $3,500-6.7% | $4,244-23.1% | $3,740-12.7% |
| Admin fee / account holder | $33 | $535-93.8% | $6,642-99.5% | $513-93.6% |