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 9-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 |
|---|---|---|
Filed as: INTELLIGENCE DRIVEN ADVISERS Service code 27 · EIN 83-2499358 | Advisory (Plan) | $40,355 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,888 | $101,317+3.5% | $146,958-28.6% | $74,495+40.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | -25.19% | 8730.91%-8756.1pp | 418.34%-443.5pp | 1364.94%-1390.1pp |
| Employer contribution / active EE | $8,199 | $3,810+115.2% | $4,933+66.2% | $2,623+212.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $181 | $1,739-89.6% | $12,998-98.6% | $1,942-90.7% |