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 | $45,576 |
Filed as: INNOVATIVE INVSTMNT FIDUCIARIES Service code 26 · EIN 45-3764090 | Advisory (Participants) | $24,859 |
Annual investment return 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 | $28,050 | $79,124-64.5% | $60,874-53.9% | $64,808-56.7% |
| Participation rate | 95.1% | 77.7%+17.4pp | 73.1%+22.0pp | 71.5%+23.7pp |
| Annual return | -15.69% | -7.13%-8.6pp | 16.90%-32.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,623 | $3,050-46.8% | $2,701-39.9% | $2,506-35.2% |
| Participant deferral / active EE | $2,059 | $3,725-44.7% | $3,817-46.1% | $4,310-52.2% |
| Admin fee / account holder | $191 | $106+81.2% | $3,224-94.1% | $188+1.9% |