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| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,720 | $50,902-4.3% | $155,534-68.7% | $77,736-37.3% |
| Participation rate | 84.5% | 63.1%+21.4pp | 78.2%+6.3pp | 70.6%+13.9pp |
| Annual return | 13.02% | 34.85%-21.8pp | 64.92%-51.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,175 | $1,991+9.2% | $4,675-53.5% | $2,728-20.3% |
| Participant deferral / active EE | $2,366 | $2,824-16.2% | $5,630-58.0% | $4,651-49.1% |
| Admin fee / account holder | $241 | $437-44.8% | $15,900-98.5% | $433-44.3% |