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 | $3,310 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,477 | $51,466-52.4% | $78,778-68.9% | $62,292-60.7% |
| Participation rate | 71.8% | 59.8%+12.0pp | 69.2%+2.6pp | 69.5%+2.3pp |
| Annual return | 11.07% | 19.96%-8.9pp | 35.62%-24.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $432 | $827-47.8% | $1,986-78.3% | $2,042-78.9% |
| Participant deferral / active EE | $2,983 | $2,147+38.9% | $2,958+0.8% | $3,169-5.9% |
| Admin fee / account holder | $58 | $489-88.1% | $5,134-98.9% | $479-87.9% |