See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY10+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,780 | $48,698-14.2% | $93,606-55.4% | $199,593-79.1% |
| Participation rate | 16.5% | 63.5%-47.1pp | 68.7%-52.3pp | 72.0%-55.5pp |
| Annual return | 16.96% | 15.34%+1.6pp | 133.20%-116.2pp | 34.25%-17.3pp |
| Employer contribution / active EE | $319 | $1,135-71.9% | $2,420-86.8% | $3,034-89.5% |
| Participant deferral / active EE | $649 | $2,817-76.9% | $4,411-85.3% | $5,087-87.2% |
| Admin fee / account holder | $29 | $195-84.9% | $8,285-99.6% | $269-89.0% |