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 10-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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS8 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $112,296 |
BERKOWITZ POLLACK BRANT2 years Filed as: BERKOWITZ POLLACK BRANT ADVISORS & Service code 10 · EIN 59-2742314 | Accounting | $60,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$202,594 |
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 | $65,948 | $81,357-18.9% | $75,972-13.2% | $199,593-67.0% |
| Participation rate | 87.3% | 69.9%+17.4pp | 69.1%+18.3pp | 72.0%+15.4pp |
| Annual return | 17.86% | 16.32%+1.5pp | 359.55%-341.7pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,506 | $3,341-25.0% | $2,685-6.7% | $3,034-17.4% |
| Participant deferral / active EE | $5,324 | $4,710+13.0% | $4,255+25.1% | $5,087+4.7% |
| Admin fee / account holder | -$6 | $144-104.2% | $6,467-100.1% | $269-102.3% |