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 communication; Float reve... | $203,294 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $26,117 |
NATIONAL FINANCIAL SERVICES6+ 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 | $30,838 | $48,592-36.5% | $185,823-83.4% | $90,288-65.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.0%+22.0pp | 73.4%+26.6pp |
| Annual return | 16.21% | 68.51%-52.3pp | 35.95%-19.7pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,872 | $1,389+34.7% | $4,087-54.2% | $2,524-25.8% |
| Participant deferral / active EE | $2,746 | $3,463-20.7% | $5,632-51.2% | $4,232-35.1% |
| Admin fee / account holder | $104 | $77+34.8% | $9,500-98.9% | $114-8.4% |