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 | $3,160 |
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.
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 | $61,929 | $49,138+26.0% | $84,015-26.3% | $65,185-5.0% |
| Participation rate | 41.0% | 60.7%-19.8pp | 69.0%-28.0pp | 70.2%-29.2pp |
| Annual return | 9.47% | 23.00%-13.5pp | 71.31%-61.8pp | 29.38%-19.9pp |
| Employer contribution / active EE | $649 | $914-29.0% | $1,983-67.3% | $2,177-70.2% |
| Participant deferral / active EE | $2,049 | $2,397-14.5% | $3,239-36.7% | $3,514-41.7% |
| Admin fee / account holder | $46 | $543-91.6% | $6,101-99.2% | $847-94.6% |