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 | $32,064 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES LL Service code 26 · EIN 45-3764090 | Advisory (Participants) | $30,311 |
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 | $22,269 | $84,948-73.8% | $70,449-68.4% | $73,409-69.7% |
| Participation rate | 93.3% | 79.9%+13.4pp | 75.1%+18.2pp | 72.2%+21.1pp |
| Annual return | 12.63% | 13.39%-0.8pp | 109.03%-96.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $993 | $2,834-65.0% | $2,737-63.7% | $2,234-55.6% |
| Participant deferral / active EE | $1,411 | $3,387-58.3% | $3,709-61.9% | $3,805-62.9% |
| Admin fee / account holder | $142 | $98+44.5% | $3,845-96.3% | $158-10.2% |