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 ADVISORS2+ years Service code 26 · EIN 87-0506413 | Advisory (Participants) | $31,230 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MOUN Service code 15 · EIN 87-0364490 | Recordkeeping | $3,060 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,017 | $84,233-48.9% | $170,442-74.8% | $70,131-38.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.77% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,794 | $3,387+41.6% | $5,433-11.8% | $2,342+104.7% |
| Participant deferral / active EE | $2,408 | $3,086-22.0% | $4,939-51.3% | $3,332-27.7% |
| Admin fee / account holder | $220 | $5,698-96.1% | $13,880-98.4% | $4,645-95.3% |