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 |
|---|---|---|
INNOVATIVE INVESTMENT FIDUCIARIES10+ years Service code 26 · EIN 45-3764090 | Advisory (Participants) | $51,898 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $30,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,834 | $50,815+41.4% | $155,509-53.8% | $77,643-7.5% |
| Participation rate | 81.2% | 63.1%+18.1pp | 78.2%+3.0pp | 70.6%+10.6pp |
| Annual return | 14.19% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,290 | $1,993+14.9% | $4,672-51.0% | $2,726-16.0% |
| Participant deferral / active EE | $4,205 | $2,822+49.0% | $5,626-25.3% | $4,647-9.5% |
| Admin fee / account holder | $194 | $437-55.7% | $15,912-98.8% | $430-55.0% |