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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,423 |
SOLTIS INVESTMENT ADVISORS8 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $30,000 |
HALLIDAY FINANCIAL LLC3 years Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $19,926 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,599 | $95,274+31.8% | $135,903-7.6% | $74,419+68.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.04% | 32.77%-15.7pp | 68.23%-51.2pp | 34.38%-17.3pp |
| Employer contribution / active EE | $5,095 | $3,874+31.5% | $4,856+4.9% | $2,637+93.2% |
| Participant deferral / active EE | $10,854 | $7,782+39.5% | $7,758+39.9% | $4,528+139.7% |
| Admin fee / account holder | $163 | $266-38.7% | $10,762-98.5% | $348-53.1% |