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 4-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 Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 26 20 N MAIN ST STE 400 · SAINT GEORGE, UT 84770 | Advisory (Participants) | $400,164 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $112,486 |
DECISIONPOINT FINANCIAL3 years Filed as: DECISIONPOINT FINANCIAL, LLC Service code 26 2812 N NORWALK STE 116 · MESA, AZ 85215 | Advisory (Participants) | $22,820 |
Filed as: FORUM FINANCIAL MANAGEMENT, LP Service code 26 1900 S HIGHLAND AVE STE 100 · LOMBARD, IL 60148 | Advisory (Participants) | $17,598 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $48,830 | $145,516-66.4% | $184,200-73.5% | $99,061-50.7% |
| Participation rate | 51.2% | 90.3%-39.1pp | 86.8%-35.7pp | 71.6%-20.5pp |
| Annual return | 102.38% | 21.23%+81.1pp | 28.80%+73.6pp | 17.66%+84.7pp |
| Employer contribution / active EE | $1,482 | $5,354-72.3% | $6,424-76.9% | $3,261-54.5% |
| Participant deferral / active EE | $2,192 | $8,423-74.0% | $9,132-76.0% | $5,331-58.9% |
| Admin fee / account holder | $172 | $78+121.0% | $13,907-98.8% | $109+57.5% |