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 INC3+ years Service code 55 · EIN 36-2957364 | Other Commissions | $23,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $98,847 | $101,317-2.4% | $146,958-32.7% | $74,495+32.7% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 17.47% | 8730.91%-8713.4pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,600 | $3,810-31.8% | $4,933-47.3% | $2,623-0.9% |
| Participant deferral / active EE | $12,859 | $7,303+76.1% | $8,070+59.3% | $4,346+195.9% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |