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 ADVISORS6 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $91,847 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $72,387 |
BERKOWITZ POLLACK BRANT3 years Filed as: BERKOWITZ POLLACK ADVISORS AND ACCO Service code 10 · EIN 59-2742314 | Accounting | $40,800 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 27-3188744 | 12b-1 Fees | $5,344 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,076 | $63,321-25.7% | $68,791-31.6% | $77,904-39.6% |
| Participation rate | 93.8% | 71.1%+22.7pp | 69.0%+24.8pp | 73.7%+20.1pp |
| Annual return | -19.16% | -6.50%-12.7pp | -6.38%-12.8pp | 12.21%-31.4pp |
| Employer contribution / active EE | $2,716 | $2,794-2.8% | $2,655+2.3% | $2,848-4.6% |
| Participant deferral / active EE | $4,256 | $4,029+5.6% | $3,941+8.0% | $4,806-11.4% |
| Admin fee / account holder | $44 | $104-57.3% | $4,932-99.1% | $133-66.4% |