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 ADVISORS4+ years Service code 16 · EIN 87-0506413 | Consulting | $190,239 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,559 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,840 | $64,311-14.7% | $110,238-50.3% | $75,289-27.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | -5.57% | -1.74%-3.8pp | 314.74%-320.3pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,808 | $2,404-24.8% | $3,826-52.8% | $2,405-24.8% |
| Participant deferral / active EE | $3,289 | $3,892-15.5% | $4,672-29.6% | $3,739-12.0% |
| Admin fee / account holder | $111 | $88+26.6% | $8,547-98.7% | $102+8.4% |