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 |
|---|---|---|
INVEST FINANCIAL CORPORATION2 years Service code 99 · EIN 59-2195688 | Other Fees | $13,607 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,904 | $71,192-65.0% | $117,854-78.9% | $62,292-60.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 79.7%+15.1pp | 69.5%+25.2pp |
| Annual return | 14.13% | 18.66%-4.5pp | 335.08%-320.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $537 | $1,934-72.2% | $3,786-85.8% | $2,042-73.7% |
| Participant deferral / active EE | $1,571 | $3,189-50.7% | $4,482-64.9% | $3,169-50.4% |
| Admin fee / account holder | $34 | $587-94.3% | $8,020-99.6% | $479-93.0% |