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 9-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 ADVISORS8+ years Service code 27 · EIN 87-0526413 | Advisory (Plan) | $26,395 |
ALLIANCE BENEFIT GROUP8+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $9,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,201 | $76,050-34.0% | $96,544-48.0% | $71,457-29.7% |
| Participation rate | 56.8% | 74.4%-17.6pp | 76.0%-19.1pp | 67.9%-11.1pp |
| Annual return | 16.53% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $361 | $2,244-83.9% | $2,965-87.8% | $2,588-86.1% |
| Participant deferral / active EE | $2,427 | $4,215-42.4% | $4,851-50.0% | $4,289-43.4% |
| Admin fee / account holder | $401 | $2,707-85.2% | $8,252-95.1% | $1,587-74.7% |