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 ADVISORS3+ years Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST GEORGE, UT 84770 | Advisory (Plan) | $16,478 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 · EIN 87-0364490 PO BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $2,058 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,137 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $777 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Securities brokerage | $20 |
BERKOWITZ POLLACK BRANT3+ years Filed as: BERKOWITZ POLLACK BRANT ADVISORS Service code 10 · EIN 59-2742314 200 S BISCAYNE BLVD 6TH FL · MIAMI, FL 33131 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,814 | $60,776-42.7% | $85,682-59.4% | $79,386-56.1% |
| Participation rate | 37.6% | 62.1%-24.5pp | 69.9%-32.3pp | 70.7%-33.1pp |
| Annual return | 9.76% | 16.57%-6.8pp | 21.49%-11.7pp | 116.85%-107.1pp |
| Employer contribution / active EE | $266 | $1,663-84.0% | $2,618-89.8% | $2,427-89.0% |
| Participant deferral / active EE | $757 | $2,919-74.1% | $3,923-80.7% | $4,046-81.3% |
| Admin fee / account holder | $224 | $438-48.9% | $6,873-96.7% | $626-64.3% |