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 | Distribution (12b-1) fees; Participan... | $188,992 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $33,619 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,479 | $53,512-33.7% | $189,557-81.3% | $93,030-61.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 78.4%+21.6pp | 73.9%+26.1pp |
| Annual return | 15.16% | 20.32%-5.2pp | 64.17%-49.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,074 | $1,429+45.1% | $4,412-53.0% | $2,706-23.4% |
| Participant deferral / active EE | $3,274 | $3,748-12.6% | $6,174-47.0% | $4,562-28.2% |
| Admin fee / account holder | $99 | $95+4.5% | $9,807-99.0% | $152-34.4% |