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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,475 |
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 | $39,351 | $42,546-7.5% | $71,796-45.2% | $55,167-28.7% |
| Participation rate | 60.9% | 59.1%+1.8pp | 69.1%-8.2pp | 69.0%-8.1pp |
| Annual return | 9.38% | 12.36%-3.0pp | 78.04%-68.7pp | 169.23%-159.8pp |
| Employer contribution / active EE | $304 | $803-62.2% | $1,924-84.2% | $1,963-84.5% |
| Participant deferral / active EE | $2,243 | $2,064+8.7% | $2,794-19.7% | $3,054-26.5% |
| Admin fee / account holder | $45 | $650-93.0% | $4,815-99.1% | $504-91.0% |