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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,083 |
SANCTUARY ADVISORS, LLC2 years Service code 27 1860 BLAKE ST # 200 · DENVER, CO 80202 | Advisory (Plan) | $24,079 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,953 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,629 | $88,890-71.2% | $102,423-75.0% | $77,643-67.0% |
| Participation rate | 87.5% | 80.9%+6.6pp | 76.5%+11.0pp | 70.6%+16.9pp |
| Annual return | 12.62% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,773 | $5,145-26.7% | $5,053-25.3% | $4,647-18.8% |
| Admin fee / account holder | $129 | $235-45.3% | $9,451-98.6% | $430-70.1% |