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 COMPANY6+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,065 |
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 | $66,593 | $54,573+22.0% | $90,951-26.8% | $73,488-9.4% |
| Participation rate | 43.6% | 61.2%-17.6pp | 69.0%-25.4pp | 70.7%-27.1pp |
| Annual return | 6.08% | 16.69%-10.6pp | 134.60%-128.5pp | 28.51%-22.4pp |
| Employer contribution / active EE | $681 | $991-31.3% | $2,122-67.9% | $2,270-70.0% |
| Participant deferral / active EE | $2,341 | $2,517-7.0% | $3,373-30.6% | $3,740-37.4% |
| Admin fee / account holder | $44 | $521-91.5% | $5,959-99.3% | $513-91.3% |