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 | Float revenue; Finders' fees / placem... | $188,506 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $37,552 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,091 | $42,504-29.2% | $159,960-81.2% | $77,904-61.4% |
| Participation rate | 98.1% | 66.9%+31.2pp | 78.0%+20.1pp | 73.7%+24.4pp |
| Annual return | -17.39% | -12.43%-5.0pp | 408.60%-426.0pp | 12.21%-29.6pp |
| Employer contribution / active EE | $2,093 | $1,684+24.3% | $4,226-50.5% | $2,848-26.5% |
| Participant deferral / active EE | $3,388 | $3,919-13.6% | $6,182-45.2% | $4,806-29.5% |
| Admin fee / account holder | $100 | $98+2.3% | $8,698-98.9% | $133-24.7% |