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 COMPANY8+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,280 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,129 | $80,968-6.0% | $96,544-21.1% | $75,163+1.3% |
| Participation rate | 80.2% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.1pp |
| Annual return | 10.38% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.2pp |
| Employer contribution / active EE | $954 | $2,282-58.2% | $2,965-67.8% | $2,670-64.3% |
| Participant deferral / active EE | $5,028 | $3,928+28.0% | $4,851+3.7% | $4,125+21.9% |
| Admin fee / account holder | $64 | $6,724-99.1% | $8,252-99.2% | $5,651-98.9% |