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 ADVISORS7 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $66,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,619 |
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 | $53,740 | $89,808-40.2% | $100,391-46.5% | $77,643-30.8% |
| Participation rate | 78.9% | 81.2%-2.3pp | 81.5%-2.6pp | 70.6%+8.4pp |
| Annual return | 21.08% | 20.62%+0.5pp | 49.20%-28.1pp | 31.24%-10.2pp |
| Employer contribution / active EE | $3,927 | $3,039+29.2% | $3,942-0.4% | $2,726+44.1% |
| Participant deferral / active EE | $7,833 | $8,284-5.4% | $8,082-3.1% | $4,647+68.6% |
| Admin fee / account holder | $362 | $174+107.5% | $7,899-95.4% | $430-15.9% |