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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
SANCTUARY WEALTH MANAGEMENT2 years Service code 26 · EIN 20-0446664 275 SOUTH 5TH AVENUE · POCATELLO, ID 83201 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $55,636-59.5% | $81,983-72.5% | $73,488-69.3% |
| Participation rate | 56.4% | 62.3%-5.9pp | 69.2%-12.8pp | 70.7%-14.3pp |
| Annual return | 18.47% | 19.07%-0.6pp | 41.31%-22.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,193 | $1,625-26.6% | $2,498-52.3% | $2,270-47.5% |
| Participant deferral / active EE | $1,823 | $2,762-34.0% | $3,722-51.0% | $3,740-51.3% |
| Admin fee / account holder | $265 | $493-46.3% | $5,664-95.3% | $513-48.4% |