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 COMPANY5+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,680 |
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 | $31,566 | $40,174-21.4% | $84,015-62.4% | $67,579-53.3% |
| Participation rate | 19.3% | 62.7%-43.4pp | 69.0%-49.7pp | 71.3%-52.0pp |
| Annual return | 20.84% | 25.82%-5.0pp | 71.31%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $284 | $808-64.8% | $1,983-85.7% | $2,148-86.8% |
| Participant deferral / active EE | $532 | $2,301-76.9% | $3,239-83.6% | $3,539-85.0% |
| Admin fee / account holder | $34 | $128-73.5% | $6,101-99.4% | $142-76.1% |