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 COMPANY5+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,331 | $54,573-9.6% | $90,951-45.8% | $73,488-32.9% |
| Participation rate | 67.9% | 61.2%+6.8pp | 69.0%-1.1pp | 70.7%-2.7pp |
| Annual return | 11.14% | 16.69%-5.5pp | 134.60%-123.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,066 | $991+7.5% | $2,122-49.8% | $2,270-53.0% |
| Participant deferral / active EE | $2,826 | $2,517+12.3% | $3,373-16.2% | $3,740-24.4% |
| Admin fee / account holder | $38 | $521-92.7% | $5,959-99.4% | $513-92.5% |