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 6-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 |
|---|---|---|
SANCTUARY SECURITIES INC2 years Filed as: SANCTUARY SECURITIES, INC Service code 26 · EIN 36-2957364 250 W 96TH STREET · INDIANAPOLIS, IN 46260 | Advisory (Participants) | $17,820 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,974 | $50,815-52.8% | $155,509-84.6% | $77,643-69.1% |
| Participation rate | 41.1% | 63.1%-22.0pp | 78.2%-37.1pp | 70.6%-29.4pp |
| Annual return | 14.28% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,048 | $1,993-47.4% | $4,672-77.6% | $2,726-61.6% |
| Participant deferral / active EE | $1,885 | $2,822-33.2% | $5,626-66.5% | $4,647-59.4% |
| Admin fee / account holder | $206 | $437-52.8% | $15,912-98.7% | $430-52.1% |