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 COMPANY4+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $5,725 |
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).
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 | $26,196 | $35,485-26.2% | $74,550-64.9% | $55,725-53.0% |
| Participation rate | 21.1% | 62.5%-41.4pp | 69.1%-48.0pp | 70.9%-49.7pp |
| Annual return | 13.61% | 0.72%+12.9pp | 32.53%-18.9pp | 244.93%-231.3pp |
| Employer contribution / active EE | $275 | $777-64.7% | $1,961-86.0% | $2,078-86.8% |
| Participant deferral / active EE | $531 | $2,181-75.7% | $3,108-82.9% | $3,356-84.2% |
| Admin fee / account holder | $31 | $114-73.1% | $5,060-99.4% | $115-73.3% |