Filed October 5, 2021
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 LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $78,124 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,573 | $96,018+21.4% | $65,493+78.0% | $85,563+36.2% |
| Participation rate | 96.6% | 74.8%+21.8pp | 73.1%+23.5pp | 66.0%+30.6pp |
| Annual return | 17.43% | 14.51%+2.9pp | 982.45%-965.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $6,070 | $3,235+87.6% | $2,574+135.8% | $2,654+128.8% |
| Participant deferral / active EE | $9,593 | $4,055+136.6% | $3,961+142.2% | $4,375+119.3% |
| Admin fee / account holder | $424 | $271+56.8% | $5,028-91.6% | $834-49.1% |