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 |
|---|---|---|
SANCTUARY SECURITIES INC2 years Service code 55 · EIN 36-2957364 | Other Commissions | $88,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,669 | $82,202-17.7% | $125,339-46.0% | $64,808+4.4% |
| Participation rate | 77.3% | 77.9%-0.6pp | 82.4%-5.1pp | 71.5%+5.8pp |
| Annual return | -29.88% | 3.48%-33.4pp | 572.05%-601.9pp | 32.82%-62.7pp |
| Employer contribution / active EE | $1,223 | $3,615-66.2% | $4,814-74.6% | $2,506-51.2% |
| Participant deferral / active EE | $6,864 | $7,175-4.3% | $7,446-7.8% | $4,310+59.2% |
| Admin fee / account holder | $8 | $163-95.3% | $10,010-99.9% | $188-95.9% |