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 COMPANY7+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,777 | $71,883-12.7% | $86,677-27.6% | $68,494-8.3% |
| Participation rate | 82.8% | 72.2%+10.6pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -10.83% | 3.52%-14.4pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $731 | $2,173-66.4% | $2,836-74.2% | $2,596-71.8% |
| Participant deferral / active EE | $4,465 | $3,779+18.2% | $4,656-4.1% | $4,027+10.9% |
| Admin fee / account holder | $68 | $6,112-98.9% | $7,493-99.1% | $5,403-98.7% |