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 |
|---|---|---|
SOLTIX INVESTMENT ADVISORS, LLC1+ years Service code 27 20 NORTH MAIN SUITE 400 · ST. GEORGE, UT 84770 | Advisory (Plan) | $13,964 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,084 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $2,218 |
NOVA 401(K) ASSOCIATES1+ years Service code 99 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,709 | $37,044-25.2% | $71,796-61.4% | $57,658-51.9% |
| Participation rate | 44.8% | 61.1%-16.3pp | 69.1%-24.3pp | 70.2%-25.4pp |
| Annual return | 158.36% | 12.64%+145.7pp | 78.04%+80.3pp | 5.13%+153.2pp |
| Employer contribution / active EE | $445 | $720-38.1% | $1,924-76.9% | $1,974-77.4% |
| Participant deferral / active EE | $1,151 | $1,974-41.7% | $2,794-58.8% | $3,061-62.4% |
| Admin fee / account holder | $171 | $101+69.9% | $4,815-96.4% | $95+81.4% |