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 ADVISORS5+ years Service code 16 · EIN 27-3188744 | Consulting | $72,649 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,886 |
BERKOWITZ POLLACK BRANT5+ years Service code 10 · EIN 59-2742314 | Accounting | $20,000 |
Filed as: EMPOWER RETIREMENT Service code 49 · EIN 84-0467907 | Other Services | $7,500 |
Filed as: SEARNS WEAVER MILLER WEISSLER ALHAD Service code 29 · EIN 59-2126062 | Legal | $7,412 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,288 | $67,598+17.3% | $75,886+4.5% | $77,787+1.9% |
| Participation rate | 62.1% | 69.6%-7.5pp | 69.3%-7.2pp | 73.2%-11.1pp |
| Annual return | 24.44% | 23.18%+1.3pp | 30.76%-6.3pp | 32.57%-8.1pp |
| Employer contribution / active EE | $2,917 | $2,430+20.0% | $2,500+16.7% | $2,504+16.5% |
| Participant deferral / active EE | $4,726 | $3,502+35.0% | $3,603+31.2% | $3,967+19.1% |
| Admin fee / account holder | $80 | $96-16.5% | $5,418-98.5% | $100-19.6% |