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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $30,271 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LL Service code 26 · EIN 45-3764090 | Advisory (Participants) | $21,421 |
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.
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 | $18,593 | $68,408-72.8% | $57,179-67.5% | $57,658-67.8% |
| Participation rate | 72.0% | 79.1%-7.2pp | 75.3%-3.4pp | 70.2%+1.7pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,078 | $2,869-62.4% | $2,682-59.8% | $1,974-45.4% |
| Participant deferral / active EE | $890 | $2,903-69.3% | $3,096-71.2% | $3,061-70.9% |
| Admin fee / account holder | $164 | $70+135.1% | $3,139-94.8% | $95+73.2% |