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 6-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 ADVISORS2+ years Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST GEORGE, UT 84770 | Advisory (Plan) | $20,992 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,348 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 · EIN 87-0364490 PO BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $4,763 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $598 |
BERKOWITZ POLLACK BRANT2+ years Filed as: BERKOWITZ POLLACK BRANT ADVISORS Service code 10 · EIN 59-2742314 200 S BISCAYNE BLVD 6TH FL · MIAMI, FL 33131 | Accounting | $0 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Securities brokerage; Shareholder ser... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,693 | $55,636-39.4% | $81,983-58.9% | $73,488-54.2% |
| Participation rate | 28.0% | 62.3%-34.3pp | 69.2%-41.2pp | 70.7%-42.6pp |
| Annual return | 5.89% | 19.07%-13.2pp | 41.31%-35.4pp | 28.51%-22.6pp |
| Employer contribution / active EE | $607 | $1,625-62.6% | $2,498-75.7% | $2,270-73.3% |
| Participant deferral / active EE | $1,684 | $2,762-39.0% | $3,722-54.8% | $3,740-55.0% |
| Admin fee / account holder | $179 | $493-63.7% | $5,664-96.8% | $513-65.1% |