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 ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 16 · EIN 27-3188744 | Consulting | $47,252 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,075 |
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 | $33,092 | $88,890-62.8% | $102,423-67.7% | $77,643-57.4% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.5%+16.4pp | 70.6%+22.3pp |
| Annual return | 12.86% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,719 | $2,698-36.3% | $3,023-43.2% | $2,726-36.9% |
| Participant deferral / active EE | $4,397 | $5,145-14.6% | $5,053-13.0% | $4,647-5.4% |
| Admin fee / account holder | $161 | $235-31.4% | $9,451-98.3% | $430-62.5% |