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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $215,663 |
SOLTIS INVESTMENT ADVISORS9+ years Service code 26 · EIN 27-3188744 | Advisory (Participants) | $171,857 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,017 | $84,993-10.6% | $129,995-41.5% | $80,160-5.2% |
| Participation rate | 55.9% | 79.5%-23.6pp | 78.5%-22.6pp | 72.9%-17.0pp |
| Annual return | 18.24% | 23.76%-5.5pp | -137.18%+155.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,268 | $3,051-58.5% | $4,320-70.7% | $2,978-57.4% |
| Participant deferral / active EE | $2,373 | $4,984-52.4% | $5,820-59.2% | $5,017-52.7% |
| Admin fee / account holder | $209 | $391-46.4% | $10,614-98.0% | $145+44.5% |