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 ADVISORS4 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $86,081 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $27,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,371 | $54,193-49.5% | $93,654-70.8% | $77,671-64.8% |
| Participation rate | 72.9% | 63.9%+9.0pp | 68.7%+4.2pp | 70.6%+2.3pp |
| Annual return | 12.83% | 30.54%-17.7pp | 133.34%-120.5pp | 31.21%-18.4pp |
| Employer contribution / active EE | $678 | $1,168-42.0% | $2,421-72.0% | $2,726-75.1% |
| Participant deferral / active EE | $2,571 | $3,144-18.2% | $4,413-41.7% | $4,648-44.7% |
| Admin fee / account holder | $173 | $576-69.9% | $8,282-97.9% | $430-59.8% |