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 COMPANY9+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,703 | $86,929+2.0% | $102,423-13.4% | $80,856+9.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 13.03% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $888 | $2,369-62.5% | $3,023-70.6% | $2,755-67.8% |
| Participant deferral / active EE | $4,768 | $4,118+15.8% | $5,053-5.6% | $4,296+11.0% |
| Admin fee / account holder | $62 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |