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: INNOVATIVE INVESTMENT FIDUCIARIES, Service code 15 · EIN 45-3764090 | Recordkeeping | $26,833 |
MARCUM LLP1+ years Service code 15 · EIN 11-1986323 | Recordkeeping | $7,519 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,025 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,879 | $72,177-8.7% | $115,037-42.7% | $59,632+10.5% |
| Participation rate | 48.9% | 72.6%-23.6pp | 81.4%-32.5pp | 68.7%-19.8pp |
| Annual return | -1.66% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,472 | $2,841-48.2% | $4,608-68.1% | $2,203-33.2% |
| Participant deferral / active EE | $6,409 | $4,783+34.0% | $6,026+6.3% | $3,192+100.8% |
| Admin fee / account holder | $660 | $4,927-86.6% | $8,175-91.9% | $4,297-84.6% |