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 | $78,133 |
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $68,402 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,582 | $50,982+9.0% | $154,803-64.1% | $85,563-35.0% |
| Participation rate | 85.0% | 59.8%+25.2pp | 78.1%+6.9pp | 66.0%+19.0pp |
| Annual return | 16.57% | 30.35%-13.8pp | 58.88%-42.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,419 | $1,708+41.6% | $4,305-43.8% | $2,654-8.8% |
| Participant deferral / active EE | $2,795 | $2,474+13.0% | $5,540-49.5% | $4,375-36.1% |
| Admin fee / account holder | $178 | $846-78.9% | $14,329-98.8% | $834-78.6% |