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 ADVISORS7+ years Service code 26 · EIN 87-0506413 | Advisory (Participants) | $58,831 |
ALLIANCE BENEFIT GROUP7+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MOUN Service code 13 · EIN 87-0364490 | Contract Administrator | $20,387 |
SQUIRE PATTON BOGGS US LLP5 years Filed as: SQUIRE & COMPANY Service code 10 · EIN 87-0343246 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,540 | $65,061-30.0% | $143,757-68.3% | $66,914-31.9% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -16.23% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,475 | $2,361+89.6% | $4,951-9.6% | $2,544+75.9% |
| Participant deferral / active EE | $2,970 | $2,919+1.8% | $5,637-47.3% | $4,237-29.9% |
| Admin fee / account holder | $427 | $502-14.9% | $14,673-97.1% | $593-28.0% |