See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY SECURITIES INC3 years Service code 55 · EIN 36-2957364 | Other Commissions | $73,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,363 | $95,274-23.0% | $135,903-46.0% | $74,419-1.4% |
| Participation rate | 93.3% | 78.2%+15.1pp | 81.9%+11.4pp | 70.7%+22.5pp |
| Annual return | 19.72% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,649 | $3,874-31.6% | $4,856-45.5% | $2,637+0.4% |
| Participant deferral / active EE | $8,586 | $7,782+10.3% | $7,758+10.7% | $4,528+89.6% |
| Admin fee / account holder | $7 | $266-97.5% | $10,762-99.9% | $348-98.1% |