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 COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,200 |
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 | $48,911 | $59,186-17.4% | $76,768-36.3% | $56,287-13.1% |
| Participation rate | 76.6% | 75.2%+1.4pp | 77.0%-0.3pp | 69.9%+6.8pp |
| Annual return | 8.21% | 6.62%+1.6pp | 2.43%+5.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $793 | $1,759-54.9% | $2,485-68.1% | $2,111-62.4% |
| Participant deferral / active EE | $4,194 | $3,255+28.9% | $3,852+8.9% | $3,350+25.2% |
| Admin fee / account holder | $42 | $489-91.4% | $6,675-99.4% | $521-91.9% |