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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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,134 |
SANCTUARY ADVISORS, LLC1 year Service code 27 1860 BLAKE ST # 200 · DENVER, CO 80202 | Advisory (Plan) | $21,114 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,721 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,787 | $99,078-78.0% | $96,544-77.4% | $74,419-70.7% |
| Participation rate | 90.5% | 80.7%+9.9pp | 76.0%+14.6pp | 70.7%+19.8pp |
| Annual return | -0.57% | 22.48%-23.1pp | 25.84%-26.4pp | 34.38%-35.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,731 | $4,933-24.4% | $4,851-23.1% | $4,528-17.6% |
| Admin fee / account holder | $113 | $225-49.7% | $8,252-98.6% | $348-67.5% |