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 ADVISORS7 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $96,429 |
BERKOWITZ POLLACK BRANT1 year Filed as: BERKOWITZ POLLACK BRANT ADVISORS & Service code 10 · EIN 59-2742314 | Accounting | $41,115 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,166 | $70,115-21.3% | $70,515-21.8% | $80,160-31.2% |
| Participation rate | 88.7% | 71.7%+17.1pp | 68.3%+20.4pp | 72.9%+15.8pp |
| Annual return | 23.27% | 134.51%-111.2pp | 32.77%-9.5pp | 40.38%-17.1pp |
| Employer contribution / active EE | $72 | $3,021-97.6% | $2,973-97.6% | $2,978-97.6% |
| Participant deferral / active EE | $4,507 | $4,495+0.3% | $4,567-1.3% | $5,017-10.2% |
| Admin fee / account holder | $34 | $112-69.8% | $6,412-99.5% | $145-76.6% |