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 ADVISORS3+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $52,793 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $34,949 |
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 | $31,505 | $46,173-31.8% | $170,442-81.5% | $69,631-54.8% |
| Participation rate | 80.1% | 63.9%+16.2pp | 83.6%-3.5pp | 70.7%+9.4pp |
| Annual return | 17.54% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,666 | $1,610+3.5% | $5,433-69.3% | $2,032-18.0% |
| Participant deferral / active EE | $1,334 | $2,080-35.9% | $4,939-73.0% | $3,224-58.6% |
| Admin fee / account holder | $167 | $116+44.2% | $13,880-98.8% | $110+51.4% |