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 COMPANY8+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,799 | $49,451+47.2% | $79,550-8.5% | $66,914+8.8% |
| Participation rate | 43.2% | 61.3%-18.1pp | 69.5%-26.2pp | 69.8%-26.6pp |
| Annual return | -7.31% | 84.25%-91.6pp | 0.16%-7.5pp | 1.58%-8.9pp |
| Employer contribution / active EE | $879 | $1,266-30.5% | $2,413-63.6% | $2,544-65.4% |
| Participant deferral / active EE | $2,727 | $3,159-13.7% | $3,985-31.6% | $4,237-35.6% |
| Admin fee / account holder | $25 | $595-95.8% | $6,832-99.6% | $593-95.8% |