Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS5 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,668 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,346 | $53,216-24.2% | $155,534-74.1% | $199,960-79.8% |
| Participation rate | 25.2% | 64.1%-38.9pp | 78.2%-53.1pp | 72.0%-46.8pp |
| Annual return | 27.52% | 41.18%-13.7pp | 64.92%-37.4pp | 34.28%-6.8pp |
| Employer contribution / active EE | $499 | $1,848-73.0% | $4,675-89.3% | $3,036-83.6% |
| Participant deferral / active EE | $1,089 | $3,164-65.6% | $5,630-80.7% | $5,087-78.6% |
| Admin fee / account holder | $132 | $186-29.0% | $15,900-99.2% | $269-51.0% |