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 ADVISORS2+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $53,376 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $29,633 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,979 | $36,916-35.0% | $156,549-84.7% | $57,658-58.4% |
| Participation rate | 79.2% | 63.4%+15.7pp | 84.0%-4.9pp | 70.2%+8.9pp |
| Annual return | 5.26% | 12.38%-7.1pp | 32.23%-27.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $1,578 | $1,571+0.5% | $5,501-71.3% | $1,974-20.1% |
| Participant deferral / active EE | $1,367 | $1,926-29.0% | $4,871-71.9% | $3,061-55.3% |
| Admin fee / account holder | $160 | $82+93.6% | $13,027-98.8% | $95+69.0% |