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 | $1,064 |
Annual investment return 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 | $45,690 | $65,376-30.1% | $87,100-47.5% | $65,185-29.9% |
| Participation rate | 78.3% | 75.3%+3.0pp | 76.9%+1.5pp | 70.2%+8.1pp |
| Annual return | 6.82% | 31.27%-24.5pp | 28.19%-21.4pp | 29.38%-22.6pp |
| Employer contribution / active EE | $659 | $1,822-63.8% | $2,521-73.9% | $2,177-69.7% |
| Participant deferral / active EE | $3,855 | $3,388+13.8% | $4,049-4.8% | $3,514+9.7% |
| Admin fee / account holder | $27 | $520-94.8% | $7,497-99.6% | $847-96.8% |