Filed June 29, 2021
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,509 |
SANCTUARY ADVISORS, LLC1 year Service code 27 · EIN 47-3162022 | Advisory (Plan) | $45,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,092 | $100,227-29.1% | $169,993-58.2% | $74,419-4.5% |
| Participation rate | 95.2% | 87.3%+7.8pp | 87.0%+8.2pp | 70.7%+24.4pp |
| Annual return | 21.41% | 66.08%-44.7pp | 53.37%-32.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $3,422 | $4,263-19.7% | $6,785-49.6% | $2,637+29.8% |
| Participant deferral / active EE | $6,196 | $7,143-13.3% | $10,408-40.5% | $4,528+36.8% |
| Admin fee / account holder | $229 | $234-2.2% | $12,815-98.2% | $348-34.1% |