See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $37,568 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 · EIN 84-0467907 | Direct Payment | $29,267 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,448 | $65,435-67.2% | $86,677-75.3% | $66,914-67.9% |
| Participation rate | 86.5% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.7pp |
| Annual return | -16.07% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,585 | $2,153-26.4% | $2,836-44.1% | $2,544-37.7% |
| Participant deferral / active EE | $3,848 | $4,100-6.2% | $4,656-17.3% | $4,237-9.2% |
| Admin fee / account holder | $201 | $642-68.6% | $7,493-97.3% | $593-66.1% |