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 | $4,990 |
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 | $25,774 | $42,548-39.4% | $74,550-65.4% | $56,287-54.2% |
| Participation rate | 73.0% | 60.5%+12.5pp | 69.1%+3.8pp | 69.9%+3.1pp |
| Annual return | -7.13% | 12.40%-19.5pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $458 | $855-46.4% | $1,961-76.6% | $2,111-78.3% |
| Participant deferral / active EE | $3,411 | $2,277+49.8% | $3,108+9.8% | $3,350+1.8% |
| Admin fee / account holder | $78 | $467-83.3% | $5,060-98.5% | $521-85.0% |