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 | $83,745 |
SANCTUARY ADVISORS, LLC2 years Service code 27 · EIN 47-3162022 | Advisory (Plan) | $49,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,112 | $129,021-34.8% | $184,203-54.3% | $77,643+8.3% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 14.68% | 33.27%-18.6pp | 28.81%-14.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,580 | $4,413-18.9% | $6,427-44.3% | $2,726+31.3% |
| Participant deferral / active EE | $6,530 | $7,297-10.5% | $9,131-28.5% | $4,647+40.5% |
| Admin fee / account holder | $250 | $254-1.3% | $13,901-98.2% | $430-41.8% |