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 ADVISORS6 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $44,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,453 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,435 |
TRAVELLER & COMPANY LLC6 years Service code 10 · EIN 87-0668060 | Accounting | $8,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,821 | $49,468-11.4% | $150,298-70.8% | $103,975-57.9% |
| Participation rate | 22.1% | 58.1%-36.0pp | 77.8%-55.6pp | 72.5%-50.4pp |
| Annual return | 16.33% | 38.98%-22.7pp | 62.79%-46.5pp | 19.41%-3.1pp |
| Employer contribution / active EE | $462 | $1,670-72.3% | $4,154-88.9% | $3,722-87.6% |
| Participant deferral / active EE | $1,077 | $2,650-59.3% | $5,453-80.2% | $5,343-79.8% |
| Admin fee / account holder | $198 | $385-48.6% | $14,116-98.6% | $332-40.5% |