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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,539 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $14,318 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $7,456 |
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORY, LLC Service code 27 | Advisory (Plan) | $6,613 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $479 |
SANCTUARY ADVISORS, LLC1 year Service code 27 · EIN 47-3162022 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,822 | $77,503+31.4% | $100,391+1.4% | $80,856+25.9% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+14.0pp | 67.6%+27.8pp |
| Annual return | -16.94% | 37.20%-54.1pp | 49.20%-66.1pp | 35.59%-52.5pp |
| Employer contribution / active EE | $1,700 | $2,801-39.3% | $3,942-56.9% | $2,755-38.3% |
| Participant deferral / active EE | $9,891 | $6,820+45.0% | $8,082+22.4% | $4,296+130.3% |
| Admin fee / account holder | $303 | $5,897-94.9% | $7,899-96.2% | $6,918-95.6% |