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 COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,525 |
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.
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 | $26,337 | $37,044-28.9% | $71,796-63.3% | $57,658-54.3% |
| Participation rate | 30.4% | 61.1%-30.7pp | 69.1%-38.7pp | 70.2%-39.8pp |
| Annual return | 9.31% | 12.64%-3.3pp | 78.04%-68.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $341 | $720-52.6% | $1,924-82.3% | $1,974-82.7% |
| Participant deferral / active EE | $524 | $1,974-73.5% | $2,794-81.3% | $3,061-82.9% |
| Admin fee / account holder | $34 | $101-66.1% | $4,815-99.3% | $95-63.8% |