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 13 · EIN 42-0127290 | Contract Administrator | $268,632 |
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 13 · EIN 27-3188744 | Contract Administrator | $228,924 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $206,034 | $122,239+68.5% | $184,203+11.9% | $74,495+176.6% |
| Participation rate | 99.6% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.4pp |
| Annual return | 10.83% | 19.95%-9.1pp | 28.81%-18.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $9,381 | $4,537+106.8% | $6,427+46.0% | $2,623+257.7% |
| Participant deferral / active EE | $8,325 | $7,139+16.6% | $9,131-8.8% | $4,346+91.6% |
| Admin fee / account holder | $921 | $1,260-26.9% | $13,901-93.4% | $1,942-52.6% |