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 ADVISORS10+ years Service code 26 20 N MAIN STREET · ST GEORGE, UT 84770 | Advisory (Participants) | $113,347 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $81,769 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $34,684 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,079 | $53,136-75.4% | $155,509-91.6% | $199,593-93.4% |
| Participation rate | 77.0% | 64.1%+12.9pp | 78.2%-1.2pp | 72.0%+5.0pp |
| Annual return | 14.28% | 41.15%-26.9pp | 64.67%-50.4pp | 34.25%-20.0pp |
| Employer contribution / active EE | $265 | $1,851-85.7% | $4,672-94.3% | $3,034-91.3% |
| Participant deferral / active EE | $1,470 | $3,161-53.5% | $5,626-73.9% | $5,087-71.1% |
| Admin fee / account holder | $106 | $185-42.7% | $15,912-99.3% | $269-60.5% |