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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $172,513 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $16,590 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $38,058-39.6% | $169,463-86.4% | $75,289-69.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 77.8%+22.2pp | 72.4%+27.6pp |
| Annual return | -5.17% | -2.88%-2.3pp | 1.83%-7.0pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,638 | $1,478+10.8% | $4,159-60.6% | $2,405-31.9% |
| Participant deferral / active EE | $2,464 | $3,201-23.0% | $5,277-53.3% | $3,739-34.1% |
| Admin fee / account holder | $108 | $85+27.3% | $9,109-98.8% | $102+6.1% |