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 | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,047 | $48,364+3.5% | $71,796-30.3% | $62,891-20.4% |
| Participation rate | 58.8% | 60.6%-1.9pp | 69.1%-10.3pp | 69.3%-10.5pp |
| Annual return | 7.09% | 13.16%-6.1pp | 78.04%-70.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,934 | $2,091+40.3% | $2,794+5.0% | $3,203-8.4% |
| Admin fee / account holder | $35 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |