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 | $1,760 |
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 | $35,315 | $42,548-17.0% | $74,550-52.6% | $56,287-37.3% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.1%-0.7pp | 69.9%-1.4pp |
| Annual return | -4.24% | 12.40%-16.6pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $907 | $855+6.1% | $1,961-53.7% | $2,111-57.0% |
| Participant deferral / active EE | $2,485 | $2,277+9.1% | $3,108-20.0% | $3,350-25.8% |
| Admin fee / account holder | $26 | $467-94.3% | $5,060-99.5% | $521-94.9% |