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 ADVISORS5+ years Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST GEORGE, UT 84770 | Advisory (Plan) | $14,837 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE · MIDVALE, UT 84047 | Contract Administrator | $2,422 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,198 |
BERKOWITZ POLLACK BRANT5+ 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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,458 | $51,045-38.4% | $70,515-55.4% | $71,457-56.0% |
| Participation rate | 56.3% | 59.4%-3.1pp | 68.3%-12.0pp | 67.9%-11.6pp |
| Annual return | 18.53% | 42.63%-24.1pp | 32.77%-14.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,094 | $1,790-38.9% | $2,973-63.2% | $2,588-57.7% |
| Participant deferral / active EE | $2,976 | $3,026-1.7% | $4,567-34.8% | $4,289-30.6% |
| Admin fee / account holder | $92 | $1,994-95.4% | $6,412-98.6% | $1,587-94.2% |