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 4-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 INC4+ years Service code 55 · EIN 36-2957364 | Other Commissions | $30,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,619 | $100,923+21.5% | $150,045-18.3% | $74,304+65.0% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 24.45% | 51.77%-27.3pp | 62.55%-38.1pp | 29.43%-5.0pp |
| Employer contribution / active EE | $2,511 | $3,463-27.5% | $4,693-46.5% | $2,241+12.0% |
| Participant deferral / active EE | $13,529 | $6,709+101.6% | $7,997+69.2% | $3,767+259.1% |
| Admin fee / account holder | $11 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |