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 ADVISORS2+ years Service code 27 · EIN 87-0526413 | Advisory (Plan) | $50,017 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 13 · EIN 87-0364490 | Contract Administrator | $1,310 |
SQUIRE PATTON BOGGS US LLP1+ years Filed as: SQUIRE & COMPANY, PC Service code 10 · EIN 87-0343246 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,105 | $75,183-20.1% | $123,892-51.5% | $55,167+9.0% |
| Participation rate | 81.4% | 72.8%+8.6pp | 81.4%0pp | 69.0%+12.4pp |
| Annual return | 6.14% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,810 | $2,823+34.9% | $4,617-17.5% | $1,963+94.1% |
| Participant deferral / active EE | $4,878 | $5,084-4.1% | $5,984-18.5% | $3,054+59.7% |
| Admin fee / account holder | $372 | $663-43.9% | $8,357-95.5% | $504-26.2% |