See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $5,703 |
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 | $24,068 | $45,566-47.2% | $64,105-62.5% | $59,632-59.6% |
| Participation rate | 61.4% | 60.2%+1.2pp | 68.2%-6.8pp | 68.7%-7.3pp |
| Annual return | 0.13% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,251 | $934+141.0% | $1,820+23.7% | $2,203+2.2% |
| Participant deferral / active EE | $5,512 | $2,057+168.0% | $2,822+95.3% | $3,192+72.7% |
| Admin fee / account holder | $146 | $3,268-95.5% | $4,499-96.7% | $4,297-96.6% |