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 37 · EIN 39-6040276 | Loan Processing | $1,826 |
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 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 | $45,909 | $51,466-10.8% | $78,778-41.7% | $62,292-26.3% |
| Participation rate | 59.0% | 59.8%-0.8pp | 69.2%-10.2pp | 69.5%-10.5pp |
| Annual return | 11.03% | 19.96%-8.9pp | 35.62%-24.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $397 | $827-52.0% | $1,986-80.0% | $2,042-80.5% |
| Participant deferral / active EE | $2,673 | $2,147+24.5% | $2,958-9.6% | $3,169-15.7% |
| Admin fee / account holder | $18 | $489-96.2% | $5,134-99.6% | $479-96.2% |