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 INC4 years Service code 55 · EIN 36-2957364 | Other Commissions | $88,130 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,502 | $106,028-17.5% | $146,958-40.5% | $77,643+12.7% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+22.9pp |
| Annual return | 17.47% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,685 | $4,063-33.9% | $4,933-45.6% | $2,726-1.5% |
| Participant deferral / active EE | $8,536 | $7,990+6.8% | $8,070+5.8% | $4,647+83.7% |
| Admin fee / account holder | $9 | $337-97.2% | $12,998-99.9% | $430-97.8% |