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 COMPANY7+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,215 |
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 | $74,853 | $59,263+26.3% | $96,562-22.5% | $79,386-5.7% |
| Participation rate | 45.0% | 61.9%-16.9pp | 69.8%-24.8pp | 70.7%-25.7pp |
| Annual return | 6.37% | 27.07%-20.7pp | 37.78%-31.4pp | 116.85%-110.5pp |
| Employer contribution / active EE | $869 | $1,216-28.5% | $2,356-63.1% | $2,427-64.2% |
| Participant deferral / active EE | $2,737 | $2,948-7.2% | $3,849-28.9% | $4,046-32.3% |
| Admin fee / account holder | $17 | $658-97.4% | $6,181-99.7% | $626-97.2% |