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 4-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 |
|---|---|---|
SANCTUARY SECURITIES INC1+ years Service code 55 · EIN 36-2957364 | Other Commissions | $3,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,661 | $84,487-35.3% | $125,339-56.4% | $66,914-18.3% |
| Participation rate | 91.3% | 76.4%+14.9pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $844 | $3,553-76.3% | $4,814-82.5% | $2,544-66.8% |
| Participant deferral / active EE | $4,006 | $6,781-40.9% | $7,446-46.2% | $4,237-5.5% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.6% |