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 51 · EIN 39-6040276 | Investment Mgmt Fees | $10,724 |
Filed as: SWINDOLL, JANZEN, HAWK & LOYD LLC Service code 10 · EIN 48-1041128 | Accounting | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,091 | $63,905-37.3% | $74,183-46.0% | $57,658-30.5% |
| Participation rate | 58.1% | 79.8%-21.7pp | 76.6%-18.5pp | 70.2%-12.2pp |
| Annual return | 10.34% | 60.60%-50.3pp | 17.74%-7.4pp | 5.13%+5.2pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,394 | $3,448-30.6% | $3,550-32.6% | $3,061-21.8% |
| Admin fee / account holder | $30 | $91-67.5% | $5,586-99.5% | $95-68.7% |