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 ADVISORS, LLC2 years Filed as: SANCTUARY ADVISORS LLC Service code 27 250 W. 96TH STREET · INDIANAPOLIS, IN 46260 | Advisory (Plan) | $10,153 |
SANCTUARY WEALTH GROUP LLC1 year Service code 27 PO BOX 7047 · INDIANAPOLIS, IN 46207 | Advisory (Plan) | $4,705 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,318 |
GOAL PATH SOLUTIONS1 year Service code 27 · EIN 27-3055170 | Advisory (Plan) | $1,663 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,773-100.0% | $88,946-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | -109.14% | 70.18%-179.3pp | 57.82%-167.0pp | 217.08%-326.2pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |