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 9-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 51 · EIN 39-6040276 | Investment Mgmt Fees | $11,963 |
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 | $41,489 | $51,466-19.4% | $78,778-47.3% | $62,292-33.4% |
| Participation rate | 82.8% | 59.8%+23.0pp | 69.2%+13.6pp | 69.5%+13.3pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $752 | $827-9.1% | $1,986-62.1% | $2,042-63.2% |
| Participant deferral / active EE | $2,661 | $2,147+23.9% | $2,958-10.0% | $3,169-16.0% |
| Admin fee / account holder | $57 | $489-88.4% | $5,134-98.9% | $479-88.1% |