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 ADVISORS4+ years Service code 26 · EIN 87-0506413 | Advisory (Participants) | $41,999 |
SQUIRE PATTON BOGGS US LLP2 years Filed as: SQUIRE & COMPANY Service code 13 · EIN 87-0343246 | Contract Administrator | $9,810 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MOUN Service code 10 · EIN 87-0364490 | Accounting | $9,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,798 | $52,953+1.6% | $172,739-68.9% | $65,185-17.5% |
| Participation rate | 79.6% | 66.2%+13.4pp | 82.6%-3.1pp | 70.2%+9.4pp |
| Annual return | 21.34% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,760 | $2,190+71.7% | $5,143-26.9% | $2,177+72.7% |
| Participant deferral / active EE | $2,080 | $2,471-15.8% | $5,198-60.0% | $3,514-40.8% |
| Admin fee / account holder | $387 | $472-18.0% | $13,954-97.2% | $847-54.3% |