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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $44,979 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,995 |
SOLTIS INVESTMENT ADVISORS9 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 LLC4 years Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $13,394 |
BEST BEST & KRIEGER1 year Filed as: BEST BEST & KRIEGER, LLP Service code 99 3390 UNIVERSITY AVE. · RIVERSIDE, CA 92501 | Other Fees | $7,810 |
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 | $129,210 | $106,028+21.9% | $146,958-12.1% | $77,643+66.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.14% | 56.73%-44.6pp | 418.34%-406.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $5,661 | $4,063+39.3% | $4,933+14.8% | $2,726+107.7% |
| Participant deferral / active EE | $11,010 | $7,990+37.8% | $8,070+36.4% | $4,647+136.9% |
| Admin fee / account holder | $279 | $337-17.4% | $12,998-97.9% | $430-35.2% |