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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $55,714 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES Service code 26 · EIN 45-3764090 | Advisory (Participants) | $34,363 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $91,762-67.7% | $67,502-56.1% | $77,643-61.8% |
| Participation rate | 97.7% | 75.9%+21.8pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 27.62% | 14.87%+12.7pp | 3512.12%-3484.5pp | 31.24%-3.6pp |
| Employer contribution / active EE | $926 | $3,181-70.9% | $2,731-66.1% | $2,726-66.0% |
| Participant deferral / active EE | $1,977 | $3,903-49.3% | $4,000-50.6% | $4,647-57.5% |
| Admin fee / account holder | $171 | $176-2.7% | $3,998-95.7% | $430-60.2% |