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 |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADV Service code 26 · EIN 27-3188744 | Advisory (Participants) | $92,397 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,720 | $50,820-4.1% | $155,567-68.7% | $77,671-37.3% |
| Participation rate | 84.5% | 63.1%+21.4pp | 78.2%+6.3pp | 70.6%+13.9pp |
| Annual return | 13.02% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $2,175 | $1,993+9.1% | $4,674-53.5% | $2,726-20.2% |
| Participant deferral / active EE | $2,366 | $2,823-16.2% | $5,628-58.0% | $4,648-49.1% |
| Admin fee / account holder | $241 | $436-44.6% | $15,916-98.5% | $430-43.9% |