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 ADVISORS3+ years Service code 26 · EIN 87-0506413 | Advisory (Participants) | $39,796 |
Filed as: SQUIRE & COMPANY Service code 10 · EIN 87-0343246 | Accounting | $9,500 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MOUN Service code 13 · EIN 87-0364490 | Contract Administrator | $3,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,551 | $47,977-21.7% | $154,107-75.6% | $56,287-33.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -8.60% | 3.54%-12.1pp | 735.12%-743.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $4,439 | $2,169+104.7% | $5,298-16.2% | $2,111+110.3% |
| Participant deferral / active EE | $2,349 | $2,392-1.8% | $5,081-53.8% | $3,350-29.9% |
| Admin fee / account holder | $294 | $438-33.0% | $13,411-97.8% | $521-43.7% |