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 COMPANY1+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $9,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,801 | $43,423+37.7% | $78,689-24.0% | $55,167+8.4% |
| Participation rate | 87.8% | 68.0%+19.8pp | 73.6%+14.3pp | 69.0%+18.8pp |
| Annual return | 8.39% | 11.53%-3.1pp | 62.18%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,470 | $1,997-26.4% | $2,851-48.4% | $1,963-25.1% |
| Participant deferral / active EE | $2,581 | $2,509+2.9% | $3,517-26.6% | $3,054-15.5% |
| Admin fee / account holder | $42 | $416-89.8% | $4,510-99.1% | $504-91.6% |