See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,075 |
Employer contribution per participant 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 | $64,734 | $60,323+7.3% | $81,812-20.9% | $74,495-13.1% |
| Participation rate | 81.7% | 62.9%+18.8pp | 72.3%+9.3pp | 67.2%+14.5pp |
| Annual return | 15.90% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $21 | $2,620-99.2% | $2,912-99.3% | $2,623-99.2% |
| Participant deferral / active EE | $3,213 | $3,387-5.2% | $4,319-25.6% | $4,346-26.1% |
| Admin fee / account holder | $182 | $1,486-87.7% | $7,386-97.5% | $1,942-90.6% |