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 | Participant loan processing; Account ... | $201,754 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $51,263 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,453 | $48,072-42.9% | $182,532-85.0% | $77,787-64.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.0%+22.0pp | 73.2%+26.8pp |
| Annual return | 22.67% | 31.26%-8.6pp | 148.54%-125.9pp | 32.57%-9.9pp |
| Employer contribution / active EE | $1,717 | $1,453+18.1% | $4,076-57.9% | $2,504-31.5% |
| Participant deferral / active EE | $2,600 | $3,209-19.0% | $5,524-52.9% | $3,967-34.5% |
| Admin fee / account holder | $124 | $131-6.0% | $8,592-98.6% | $100+23.5% |