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 INC2+ years Service code 55 · EIN 36-2957364 | Other Commissions | $18,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
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 | $74,394 | $91,407-18.6% | $135,903-45.3% | $71,457+4.1% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 24.51% | 29.90%-5.4pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $2,543 | $3,703-31.3% | $4,856-47.6% | $2,588-1.7% |
| Participant deferral / active EE | $12,460 | $7,092+75.7% | $7,758+60.6% | $4,289+190.5% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |