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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $35,627 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,080 |
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).
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 | $33,690 | $99,078-66.0% | $96,544-65.1% | $74,419-54.7% |
| Participation rate | 89.7% | 80.7%+9.0pp | 76.0%+13.8pp | 70.7%+19.0pp |
| Annual return | 18.56% | 22.48%-3.9pp | 25.84%-7.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,427 | $2,570-44.5% | $2,965-51.9% | $2,637-45.9% |
| Participant deferral / active EE | $4,057 | $4,933-17.8% | $4,851-16.4% | $4,528-10.4% |
| Admin fee / account holder | $165 | $225-26.5% | $8,252-98.0% | $348-52.5% |