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 COMPANY1+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $3,803 |
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.
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 | $27,168 | $39,245-30.8% | $64,105-57.6% | $52,331-48.1% |
| Participation rate | 43.5% | 58.2%-14.7pp | 68.2%-24.7pp | 68.1%-24.6pp |
| Annual return | -0.82% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $509 | $736-30.8% | $1,820-72.0% | $1,882-72.9% |
| Participant deferral / active EE | $849 | $1,992-57.4% | $2,822-69.9% | $3,022-71.9% |
| Admin fee / account holder | $35 | $592-94.1% | $4,499-99.2% | $592-94.0% |