Filed October 1, 2025 (most recent of 4 filings on file)
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 ADVISORS1+ years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $97,526 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,089 | $80,211-58.7% | $74,183-55.4% | $63,975-48.3% |
| Participation rate | 62.7% | 84.2%-21.5pp | 76.6%-13.9pp | 71.1%-8.4pp |
| Annual return | 10.54% | 14.13%-3.6pp | 17.74%-7.2pp | 48.65%-38.1pp |
| Employer contribution / active EE | $1,544 | $2,553-39.5% | $2,370-34.9% | $2,182-29.2% |
| Participant deferral / active EE | $2,980 | $4,370-31.8% | $3,550-16.0% | $3,356-11.2% |
| Admin fee / account holder | $97 | $67+45.0% | $5,586-98.3% | $70+38.4% |